Hugh F. Wynn
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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Hugh F. Wynn
- Apr 30, 2020
- 3 min
Save and Invest...Or I'll Wash Your Mouth Out With Soap!
I don’t believe young people are disinterested in saving and investing.
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Hugh F. Wynn
- Apr 2, 2020
- 4 min
Did You Know? You Don't Have to Take RMDs in 2020
Among the important provisions of the Coronavirus-related CARES Act are waivers for Retirees with withdrawals due in 2020
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Hugh F. Wynn
- Feb 13, 2020
- 2 min
Who Pays Taxes On Fund Distributions?
Who pays taxes on capital gains of stock sold during a given year by fund managers.
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Hugh F. Wynn
- Jan 30, 2020
- 4 min
IRA Withdrawal Exceptions: More Rules For The Tools
The main concern folks – especially young folks – have with IRAs is their “forever” feature.
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