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Megan Barnard 11/3/22 Megan Barnard 11/3/22

Tax-Free Roth IRA Distibution in 5 Easy Steps

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Megan Barnard 10/16/22 Megan Barnard 10/16/22

Relief for Hurricane Victims

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Megan Barnard 10/2/22 Megan Barnard 10/2/22

Upcoming Deadline: Oct 17

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Megan Barnard 9/16/22 Megan Barnard 9/16/22

How an ESA can Help with Back-to-School Expenses

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3 IRA Rules to Know Before Tying the Knot

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Your Age & Your Roth Conversion

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Megan Barnard 8/21/22 Megan Barnard 8/21/22

Q & A: Inheritance from Sister & Vanguard

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Megan Barnard 8/14/22 Megan Barnard 8/14/22

What You Need To Know About the Still Working Exception

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Megan Barnard 8/7/22 Megan Barnard 8/7/22

Inherited IRA Q & As

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Megan Barnard 7/31/22 Megan Barnard 7/31/22

Repaying a CRD

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Megan Barnard 6/9/22 Megan Barnard 6/9/22

One Bucket

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When A Reverse Rollover Makes Sense

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Megan Barnard 5/25/22 Megan Barnard 5/25/22

Joe & Lucy - Different Rules Within the 10-Year Period

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Megan Barnard 5/18/22 Megan Barnard 5/18/22

Vesting Rules for Company Retirement Plans

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Megan Barnard 5/11/22 Megan Barnard 5/11/22

A Dozen QCD Facts

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

Investing Your IRA in Crypto

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Megan Barnard 4/20/22 Megan Barnard 4/20/22

Catch Up Contributions

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Megan Barnard 4/6/22 Megan Barnard 4/6/22

Bankruptcy and IRAs

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Megan Barnard 3/24/22 Megan Barnard 3/24/22

Penalties on Withdrawals to Pay for College Tuition?

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Megan Barnard 3/16/22 Megan Barnard 3/16/22

This New Rule Doesn’t Pass the Straight Face Test

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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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