Hugh F. Wynn
SECURE Act 2.0 Breathes New Life into 529 Education Savings Plans
RED ALERT! Starting in 2024, there will be enhanced flexibility in rolling “left over” 529 education funds into a Roth IRA.
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Hugh F. Wynn
- Aug 31
- 4 min
How to Plan Your Retirement Portfolio with Zero Savings
Does planning for retirement at a young age seem like a waste of time? Here's how to start saving and investing AS YOUNG AS POSSIBLE.
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Hugh F. Wynn
- Jul 27
- 4 min
Compounding: The Good…the Bad…and the (Lovely) Rule of 72
Although a bit out of our control, longevity adds as much to the Amazing Power Of Compounding as do those funds being compounded.
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Hugh F. Wynn
- Dec 22, 2022
- 3 min
Silver Lining: Congress' Spending Bill has Some Shiny Benefits
It’s the holiday season and our friends in Congress are on the verge of passing a huge omnibus bill that help us save more for retirement.
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Hugh F. Wynn
- Dec 16, 2021
- 7 min
Four Financial Gifts for Your Kids That Keep on Giving
Now that it's the gifting season consider giving your kids or grandkids - or a kid you just like - the gift of financial knowledge.
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Hugh F. Wynn
- Dec 9, 2021
- 3 min
Roth Conversions are Righteous - Under the Right Conditions
If you have money tied up in traditional IRAs and/or 401(k)s, you might wonder if, when, and how you do Roth IRA conversions.
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Hugh F. Wynn
- Oct 7, 2021
- 3 min
Are Health Savings Accounts Too Good to be True?
Is it possible to contribute more that you're likely to spend on healthcare costs to your Health Savings Account (HSA)?
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Hugh F. Wynn
- Sep 16, 2021
- 4 min
Pushing Boundaries: Investing in 401(k)s and IRAs at the same time
Take your retirement savings to the next level by investing simultaneously in a 401(k) retirement plan and an IRA.
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Hugh F. Wynn
- Jul 29, 2021
- 4 min
Is There a Cure for Tightwad-itis?
It's great to save your hard-earned dollars but when does saving becoming more of a sickness and less of a good habit?
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Hugh F. Wynn
- Jul 8, 2021
- 3 min
Beware: Your IRAs are in Danger
All of a sudden, Roth IRAs are in the spotlight.
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Hugh F. Wynn
- May 20, 2021
- 3 min
The Case for Delaying Social Security in Retirement
A key component of a retirement plan is delaying your Social Security if at all feasible.
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Hugh F. Wynn
- Dec 31, 2020
- 4 min
WELCOME 2021! Give the Gift of Education to a Deserving Kid This Year
I mark the end of the year/beginning of the new year with my recommendations for educational gifting options, practicing patience during per
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Hugh F. Wynn
- Dec 3, 2020
- 5 min
Real World WynnSights: Please Don't Liquidate Your 401(k)
I tackle questions about investing in a tough economy, liquidating a 401(k), retirement allocation strategy and alternatives to the 529.
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Hugh F. Wynn
- Nov 5, 2020
- 3 min
Secure Act 2.0 Proposes BIG Changes to Retirement Plans
There is much buzz around the proposed Securing a Strong Retirement Act of 2020, or as some are calling it - Secure Act 2.0.
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Hugh F. Wynn
- Oct 29, 2020
- 4 min
Individual Retirement Accounts: Traditional, Roth and Conversions
Individual retirement accounts (IRAs) are a blessing, but which way should you lean when it comes to choosing a tradition IRA or Roth IRA?
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Hugh F. Wynn
- Aug 13, 2020
- 4 min
What To Do When Your Rainy Day Fund Runs Dry
Millions of out-of-work Americans are currently struggling to pay their bills, whether it be day-to-day expenses or an emergency?
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Hugh F. Wynn
- Jul 23, 2020
- 4 min
How to Optimize Retirement Spending During COVID-19
The enduring COVID-19 pandemic has retirees (or those nearing retirement) taking a second look at their “buckets of funds” – sources of cash
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Hugh F. Wynn
- Jul 9, 2020
- 3 min
IRS UPDATE: You Can Refund Your RMD if You Want To
Everytime you blink our government is changing a rule or guideline in order to ease the financial burden on Americans during the pandemic.
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Hugh F. Wynn
- Jul 2, 2020
- 2 min
Investors Have Been Brave During this Pandemic
That pesky COVID-19 virus has caused many folks, young and old, to take a second look at their investment plans.
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Hugh F. Wynn
- Jun 25, 2020
- 5 min
When, Why and How to Rebalance Your Portfolio
The COVID-19 pandemic has reminded investors of the value of rebalancing portfolios.
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Hugh F. Wynn
- May 7, 2020
- 4 min
CARES Act Allows Emergency Withdrawals from Retirement Accounts
Provisions of the recent CARES Act makes it easier for retirement plan participants to take early withdrawals and/or loans from those plans
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