If you have assets in a qualified retirement plan, such as a company-sponsored 401(k) plan or a traditional individual retirement account (IRA), you'll want to be aware of several rules that may apply to you when you take a distribution.
Required Minimum Distributions During Your Lifetime
By R. Todd Holden | Financial Advisor
In spite of my long-held and deep conviction that stocks and stock mutual funds are an incredibly effective tool for middle-class Americans wanting to create wealth, I feel the strain and stress of down markets just like my clients do. The difference is I need to assist my clients through these difficult times without them making decisions that will hurt them and their families in the long run.
Herndon, Va. — Northwest Financial Advisors (NWFA) is pleased to announce the promotion of Glen Cesari, CFP®, from financial advisor to wealth advisor.
Herndon, Va. — Northwest Financial Advisors (NWFA) is pleased to announce the promotion of Jonathan Adams, ChFC®, RICP®, from financial advisor to wealth advisor.
Based in NWFA’s Herndon, Virginia office, Adams primarily assists clients currently employed by or retired from the U.S. federal government. Following a wealth management model, he focuses on goal planning and finding holistic financial solutions for his clients, rather than simply selling investment products.
Our approach is one of real partnership. We serve and help you identify specific needs and challenges over time. We forge a close relationship, set personal goals, then apply the focus and discipline required to pursue the things that are most important in your life.
