Schedule a Meeting With Thad Wellshear or Call 785-213-0740
“Third-Party Posts”
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that TGW Wealth Management, deems reliable but in no way does TGW Wealth Management guarantee its accuracy or completeness. TGW Wealth Management had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of TGW Wealth Management. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of TGW Wealth Management, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (TGW Wealth Management) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with TGW Wealth Management.
For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/
Why You Should Take Your 2025 RMD Now
By Sarah Brenner, JD Director of Retirement Education The deadline for most retirement account owners to take their 2025 required minimum distribution (RMD) is December 31, 2025. However, there are good reasons why you should take your RMD now instead of...
Inherited IRAs – Bankruptcy Protection?
By Andy Ives, CFP®, AIF® IRA Analyst Just over 10 years ago, in June 2014, the U.S. Supreme Court ruled unanimously, 9-0, that inherited IRAs are NOT protected in bankruptcy under federal law. The primary issue before the Court was whether an inherited IRA is a...
RMDS FOR ANNUITIES AND SPOUSAL BENEFICIARY RULES: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Question: I have an IRA holding an immediate annuity as well as other IRAs. With the passage of the SECURE 2.0 Act, l understand that I may be able to apply my monthly annuity payments against my RMD requirement for all of my IRAs....
What Are My Contribution Limits If I Participate in Two Company Savings Plans?
By Ian Berger, JD IRA Analyst You probably know there’s a limit on the amount of pre-tax and Roth contributions you can make to your company savings plan each year. The 2025 elective deferral limit is $23,500 for 401(k), 403(b) and 457(b) plans and is either...
Are HSAs Going Roth?
By Sarah Brenner, JD Director of Retirement Education Many of the provisions of the Tax Cuts and Jobs Act are scheduled to expire at the end of 2025. There are currently a number of proposals in the works in Congress to extend these tax cuts. A serious hurdle is how...
Rollovers and Inherited IRAs: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: I have a large non-qualified 457 deferred compensation plan and I am required to take distributions. I am looking to minimize taxes. Can I roll over these funds to an IRA? Answer: Unfortunately,...
529-to-Roth IRA: False Alarm
By Andy Ives, CFP®, AIF® IRA Analyst When the “check engine” light comes on in a vehicle, most people are rightfully concerned that something is wrong. When a fire alarm blares through a building, it is wise to take stock of your surroundings. And when a member...
One Roth IRA Rule Congress Should Do Away with Now
By Sarah Brenner, JD Director of Retirement Education Today is Inauguration Day. A new administration has arrived. We also have a new Congress. With the arrival of newly elected officials, many will have hopes of legislative change. When it comes to retirement...
The Pro-Rata Rule and Roth Conversions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My wife has two after-tax traditional IRAs at two separate institutions. We are hoping to consolidate them, then convert to a Roth in the next 18 months. She is already retired. She also has an inherited IRA (from her...
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that TGW Wealth Management, deems reliable but in no way does TGW Wealth Management guarantee its accuracy or completeness. TGW Wealth Management had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of TGW Wealth Management. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of TGW Wealth Management, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
Financial Services
Insurance Services
Educational Blogs
Medicare
TGW Wealth Management Locations
Topeka, Kansas
1315 SW Arrowhead Road
Topeka, KS 66604
Office: 785-213-0740
thad@tgwwealthmanagement.com
Manhattan, Kansas
210 Southwind Rd, Suite 2A
Manhattan, KS 66502
Office: 785-213-0740
thad@tgwwealthmanagement.com
Salina, Kansas
204 S. Santa Fe Ave, Ste #3
Salina, KS 67401
Office: 785-213-0740
thad@tgwwealthmanagement.com