Investments
What to expect in a stock market recovery
What to expect in a stock market recovery There is an adage in sports, “Pressure is something you feel when you are not prepared.” While preparation does not eliminate all pressure, the sentiment holds truth. It is why coaches run drills and push players in practice. They do not want the pressures of competition to…
Read MoreCan I get money from my IRA tax free due to Covid-19?
Can I get money from my IRA tax free due to Covid-19? In response to the Covid-19 pandemic, the CARES Act changed several IRA and retirement plan rules for people of all ages. The Act allows qualified individuals to take distributions during 2020 of up to $100,000 penalty-free, but not tax-free, from their IRAs or…
Read MoreDecision making in the face of uncertainty
Decision making in the face of uncertainty When markets rise or fall ten percent in a day and your account values oscillate by thousands of dollars along with those shifts, it is easy to become concerned about short term market behavior. Concern would be a perfectly normal reaction. However, what you do with your concern…
Read MoreCan I buy real estate in my IRA?
Can I buy real estate in my IRA? You cannot buy a personal residence in your IRA but you can buy other properties. For most people, it is either not practical or not a good idea. Here a few of those reasons: If the rules are not followed properly and a “prohibited transaction” occurs, the…
Read MoreCan I convert a 401(k) to a Roth IRA?
Can I convert a 401(k) to a Roth IRA? Before we look at whether you can convert a 401(k) to a Roth IRA, it is important to consider if a conversion to any type of Roth account is wise in the first place. When you convert to a Roth account, usually all of the amount…
Read MoreMoisand Fitzgerald Tamayo wins prestigious national award
Moisand Fitzgerald Tamayo Recognized by Schwab Advisor Services with 2019 Trailblazer IMPACT AwardTM November 4, 2019 – (Orlando) – Moisand Fitzgerald Tamayo, LLC was honored today by Schwab Advisor Services with the 2019 Trailblazer IMPACT AwardTM. The firm was recognized for its efforts to improve the quality of advice, raise the bar for ethics…
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