*Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Hey Joel, When does the five-year clock start for Roth withdrawals? -Tick Tock in Tennessee Dear Tick Tock, For most
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when
Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and
Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can
You must have been pleasantly surprised to find out you’d be getting a refund from the IRS — especially if
Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA
An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule
If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps
The Federal Open Market Committee (FOMC) is the policymaking branch of the Federal Reserve. One of its primary responsibilities is
The federal funds rate is the interest rate at which banks lend funds to each other from their deposits at
Hey Joel, When does the five-year clock start for Roth withdrawals? -Tick Tock in Tennessee Dear Tick Tock, For most investors, it’s important to know
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when a former employee fails to
Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and necessary” retirement plan expenses that
Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability, you
You must have been pleasantly surprised to find out you’d be getting a refund from the IRS — especially if it was a large sum.
Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part
An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors are feeling
If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to
The Federal Open Market Committee (FOMC) is the policymaking branch of the Federal Reserve. One of its primary responsibilities is setting the federal funds target
The federal funds rate is the interest rate at which banks lend funds to each other from their deposits at the Federal Reserve (the Fed),
Hey Joel, When does the five-year clock start for Roth withdrawals? -Tick Tock in Tennessee Dear Tick Tock, For most
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when
Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and
Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can
You must have been pleasantly surprised to find out you’d be getting a refund from the IRS — especially if
Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA
An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule
If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps
The Federal Open Market Committee (FOMC) is the policymaking branch of the Federal Reserve. One of its primary responsibilities is
The federal funds rate is the interest rate at which banks lend funds to each other from their deposits at
Wellspring Financial Partners
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
Monday – Friday:
8:00am-4:30pm
520-327-1019
1-844-203-2402
contact@wellspringfp.com
wellspringfinancialpartners.com
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
Salt Lake City, UT
Monday – Friday:
8:00am-4:30pm
1-844-203-2402
contact@wellspringfp.com
http://wellspringfin.wpenginepowered.com
Saturday February 1st 10:00 – 12:00 PM MST
– or –
Tuesday February 4th 10:00 – 12:00 PM MST
Hear from your CERTIFIED FINANCIAL PLANNER® on:
