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Megan Barnard 3/9/22 Megan Barnard 3/9/22

The Most Controversial Part of the New IRS Regulations

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Megan Barnard 3/2/22 Megan Barnard 3/2/22

SECURE Act Regulations Are Here

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Megan Barnard 2/23/22 Megan Barnard 2/23/22

What Protection do Spouses Get in Company Plans?

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Megan Barnard 2/17/22 Megan Barnard 2/17/22

How Does the IRS Compensation Limit Work?

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Megan Barnard 2/9/22 Megan Barnard 2/9/22

10% Penalty Exceptions

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Megan Barnard 2/2/22 Megan Barnard 2/2/22

It’s Time to Play Rollover Trivia!

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Megan Barnard 1/26/22 Megan Barnard 1/26/22

Are 72(t) Payments for Me?

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Megan Barnard 1/19/22 Megan Barnard 1/19/22

What to do if You Missed Your 2021 RMD?

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Megan Barnard 1/12/22 Megan Barnard 1/12/22

QCD Reminders & Pitfalls

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Megan Barnard 1/5/22 Megan Barnard 1/5/22

What 2022 Could Mean for Retirement Accounts

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Megan Barnard 12/23/21 Megan Barnard 12/23/21

A Look Back on a “Normal” 2021

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Megan Barnard 12/15/21 Megan Barnard 12/15/21

What’s the Status of All Those Congressional Retirement Proposals?

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Megan Barnard 12/8/21 Megan Barnard 12/8/21

Q & A: Special Needs Trust

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Megan Barnard 11/24/21 Megan Barnard 11/24/21

Scams & Restorative Payments

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Megan Barnard 11/17/21 Megan Barnard 11/17/21

Bigger 401(k) Contributions Coming 2022

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Megan Barnard 11/10/21 Megan Barnard 11/10/21

401k Hardship Withdrawals

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Megan Barnard 11/4/21 Megan Barnard 11/4/21

Good News for RMDs

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Megan Barnard 10/28/21 Megan Barnard 10/28/21

Hang on, Charlie Brown

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Megan Barnard 10/20/21 Megan Barnard 10/20/21

Answering Tough Questions about IRAs and Surviving Spouses

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Megan Barnard 10/13/21 Megan Barnard 10/13/21

Time to Simplify Your Retirement

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If you want to be part of what we do, give us a call and set up a time to chat with Jeremy. You won’t be disappointed in the genuine, knowledgeable, and comprehensive financial advice Jeremy can give to help you live a worry-free retirement. Call 207.576.0503 or Schedule an appointment!

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment advisor.

The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Jeremy Barnard providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

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