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Have You Heard of the “Mega Backdoor Roth IRA”?March 6, 2019 - 8:25 pm
by Justin D. Rucci, CFP® Chances are if you are reading this, you’re already at least somewhat familiar with a Roth IRA. While the contribution limit will vary over time, in 2019 the limit is $6,000, plus an additional $1,000 catch up contribution for individuals over the age of 50. This limit is per individual, […]
2019 Started with a Roar!March 5, 2019 - 8:10 pm
WSWA Monthly Market Commentary for February 2019 Key Takeaways Commodities took the lead in February with a year-to-date return of 13.14% as oil prices recovered from the supply/demand imbalance during the second half of 2018 The S&P 500 index is on pace for its biggest early-year advance in nearly 30 years, due in part to […]
WSWA Monthly Market CommentaryFebruary 13, 2019 - 11:50 pm
WSWA Monthly Market Commentary for January 2019 Key Takeaways All major asset classes were up strongly in January, one of the best yearly starts in recent memory, despite the month-long partial government shutdown in the U.S. and continuing uncertainty internationally about the economic impact of trade tariffs and the U.K. ‘Brexit’ negotiations Global real estate […]
Does PG&E’s Recent Bankruptcy Announcement Scare You?January 19, 2019 - 12:02 am
Here Are The Things All Employees Should Be Aware of Regardless of Where You Work By Justin D. Rucci, CFP® As many of you are likely aware, PG&E recently announced a bankruptcy filing as the result of roughly $30B in potential liabilities stemming from recent California wildfires. Regardless of whether or not you work for a […]

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