Effective January 1, 2019, there are new changes to the Hardship Withdrawal provisions for retirement plans, thanks to The Bipartisan Budget Act of 2018. The new regulation brings about three significant changes that you should be aware of as you consider early withdrawals from your retirement plan.
McKinley Carter is proud to announce that after much work and dedication, we have been Certified by CEFEX -- the Centre for Fiduciary Excellence. This quality assurance confirms that McKinley Carter’s Retirement Plan Services team has been adhering to the best practices in the industry and always seeks to put clients’ needs ahead of their own. Read more about why working with a CEFEX-certified advisor is so important.
Does the question "Am I going to outlive my retirement savings?" keep you up at night? We know stocks have a higher return than bonds, but they also have more price volatility. Here's why Dividend Growth Stocks might be the right answer for you and your situation.
Retirement Planning should be a life-long mission. Here is some valuable retirement saving advice targeted to three audiences: (1) young people (in 20s and 30s) just starting their careers; (2) more mature, mid-career professionals; and (3) those closer to retirement (late 50s to early 70s).
As a registered investment advisor (RIA), we have always operated in a fiduciary capacity, thus avoiding the conflicts of interest for which the Fiduciary Rule is meant to address.
