Traditional IRA Archives | Castlepoint Wealth Advisors

What are RMDs?

by Ted Creegan | Dec 14, 2022 | Financial Planning Basics, Retirement Income and Distributions, Retirement Savings & Income, Ted Creegan, The Point

RMDs (Required Minimum Distributions) are a necessary topic of conversation when dealing with retirement savings. This video from Castlepoint Advisor Ted Creegan, CFP®, will help you navigate the basics of RMDs.

Don’t Miss These Smart Tax Moves Before It’s Too Late

by Kendall King | Dec 14, 2022 | 401k, Financial Planning Basics, IRA, Kendall's Counsel, Retirement Savings & Income, The Point

Oh, what fun it is to save. Wrap up your 2022 financial and tax planning efforts and start preparing for a prosperous new year with these five smart tax-saving tips from Castlepoint CEO Kendall King.

Never Waste a Market Crisis

by Kendall King | Jun 7, 2022 | Behavioral Finance, Kendall's Counsel, Psychology of Financial Planning, The Point

After the second-worst start to a year since 1932, everyone’s hoping for the market to come from behind like Rich Strike in the Kentucky Derby. Unfortunately, there’s no way to determine when a market crisis will turn around. Castlepoint CEO Kendall King offers some smart moves you can make right now to put yourself in a better position when the downturn ends.

There’s Still Time to Boost Your 2021 Tax Refund

by Kendall King | Apr 5, 2022 | General Tax Content, Kendall's Counsel, Tax & Estate Planning, The Point

The deadline for filing 2021 taxes is fast approaching, but there’s still time to boost that refund. From IRAs and SEPs to HSAs and 529s, Castlepoint CEO Kendall King offers up some last-minute tips to help you cash in on 2021.