July 19th, 2021

The Pros and Cons of Early Retirement Plan Rollovers

Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? We often have clients here at Kendall Capital wondering if … Continue reading “The Pros and Cons of Early Retirement Plan Rollovers”

January 20th, 2021

2020 IRA Deadlines Are Approaching

Here is what you need to know. Financially, many Middle-Class Millionaires associate April with taxes – but we should also associate April with important IRA deadlines.   April 15, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. Your advisor at Kendall Capital can help you navigate through and … Continue reading “2020 IRA Deadlines Are Approaching”

March 4th, 2020

A Roth IRA’s Many Benefits

Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a fixture in many retirement planning strategies for our clients here at Kendall Capital because it offers savers so many potential … Continue reading “A Roth IRA’s Many Benefits”

July 16th, 2019

What the SECURE Act Could Mean for Retirement Plans

If passed, it would change some long-established retirement account rules.  If you follow the news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of Representatives. This legislation could make Individual … Continue reading “What the SECURE Act Could Mean for Retirement Plans”

January 7th, 2019

Why Now Could Be a Good Time for a Roth IRA Conversion

Roth IRAs are one of the best gifts that Congress has ever given Americans when it comes to saving money for retirement. Contributions grow tax deferred like with traditional IRAs, but withdrawals are usually tax-free if they’re made after you turn 59½ years old. Also, there are no Required Minimum Distributions (RMDs) with Roth IRAs … Continue reading “Why Now Could Be a Good Time for a Roth IRA Conversion”

March 21st, 2017

Tips for Rollovers and Withdrawals from Employer Retirement Plans and IRAs

Have you recently changed jobs or retired?  Not sure what to do with your retirement savings plan?  If so, we suggest completing either a direct transfer to your new job’s retirement plan or requesting an IRA rollover – a common and useful financial move – so you don’t leave your money behind. Rollovers between workplace … Continue reading “Tips for Rollovers and Withdrawals from Employer Retirement Plans and IRAs”