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Personal Finance News, Commentary & Information

Premier Wealth Advisors, financial news commentary, wealth management, CFP

January, 2021

1099 Forms

1099 Forms Explaining the many types of 1099 forms and their uses.   Provided by Premier Wealth Advisors   What is a 1099 form? This is a record of payment from an individual or entity, showing a payment, generated for your records. The individual/entity sends a copy to both the payee as well ...

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Filed Under: Blog

January, 2021

5 Highlights of the New Stimulus Package

What the latest round of funding may mean for you. Provided by Premier Wealth Advisors After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers ...

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Filed Under: Commentary

December, 2020

Navigating Your Required Minimum Distribution

Understand the IRS’s calculations and tables. Provided by Premier Wealth Advisors As much as you would like to, you can’t keep your money in your retirement account forever. These investment vehicles include 401(k)s, IRAs, and similar retirement accounts.1  Under the SECURE Act, once you reach ...

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Filed Under: Commentary

December, 2020

What Do I Do With All of This Money?

Just because it’s a nice problem, doesn’t mean it’s not still a problem. Provided by Premier Wealth Advisors Here’s a scenario for you: You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you millions of dollars in ...

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Filed Under: Commentary

November, 2020

2021 Limits for IRAs, 401(k)s and More

Numbers to know for the new year.  Provided by Premier Wealth Advisors  On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to ...

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Filed Under: Commentary

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Investment adviser representatives offering advisory services through Premier Wealth Advisors (PWA), a registered investment adviser. Securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and a registered investment advisor, Member FINRA / SIPC. PWA and IFG are unaffiliated entities. | [ Privacy ]


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