Ethos Capital Advisors Blog
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Ethos Capital Advisors, a comprehensive financial services firm, strives to enhance individuals' long-term financial success through professional client services and a holistic planning approach. Their mission is to craft fully customizable retirement strategies, ensuring a comprehensive understanding of clients' financial lives. With an experienced team dedicated to hands-on guidance,..
Ethos Capital Advisors Blog
2d ago
At the recent Berkshire Hathaway annual meeting held in Omaha, Nebraska on May 4th, 2024, Warren Buffett once again emphasized his steadfast belief in the value of holding cash. Shareholders gathered eagerly to glean insights from the Oracle of Omaha, …
The post Warren Buffett on Holding Cash appeared first on Ethos Capital Advisors ..read more
Ethos Capital Advisors Blog
2d ago
In a famous “Seinfeld” episode, George Costanza, unemployed, living with his parents and without a girlfriend, decides to do the opposite of what he would normally do. It pays off for him big time as he lands a front office …
The post WHEN A REVERSE ROLLOVER MAKES SENSE appeared first on Ethos Capital Advisors ..read more
Ethos Capital Advisors Blog
2d ago
It’s been over four years since the SECURE Act upended the rules for beneficiary IRA-required minimum distributions (RMDs), and there’s still plenty of confusion about the new rules. The IRS did give us proposed SECURE Act regulations in February 2022, …
The post A CHEAT SHEET FOR IRA BENEFICIARY RMDS appeared first on Ethos Capital Advisors ..read more
Ethos Capital Advisors Blog
2d ago
If you are at retirement age, you might be at a high risk for excess contributions due to rollover mistakes. This is because of the rule that says that the required minimum distribution (RMD) for the year cannot be rolled …
The post YOUR RMD IS NOT ELIGIBLE FOR ROLLOVER appeared first on Ethos Capital Advisors ..read more
Ethos Capital Advisors Blog
2d ago
SCENARIO: In one calendar year, Jessie completes the following transactions:
Takes a partial distribution from her 401(k) and does a 60-day rollover to an IRA.
Does a 60-day rollover from one traditional IRA to another traditional IRA.
Takes another partial
…
The post ONE 60-DAY ROLLOVER PER YEAR? appeared first on Ethos Capital Advisors ..read more
Ethos Capital Advisors Blog
2d ago
Here’s a question we get asked often: Say you retire in the year you turn age 73 (or in a later year) and you want to roll over your 401(k) funds to an IRA. Do you have to take a …
The post 401(K) RMDS IN THE YEAR OF RETIREMENT appeared first on Ethos Capital Advisors ..read more
Ethos Capital Advisors Blog
1w ago
On Wednesday, April 10th, the U.S. Bureau of Labor Statistics reported that the Consumer Price Index for All Urban Consumers rose 0.1% in March and that over the last 12 months, the All-Items index increased 3.5%.
Unpacking the CPI Data…
The post Big Mac Prices: A Tale of Local and Global Inflation appeared first on Ethos Capital Advisors ..read more
Ethos Capital Advisors Blog
2w ago
Gold prices have surged in recent weeks due to several unconventional economic circumstances, soaring from a previous peak of $2,160 per ounce in early March to the current rate of $2,371.11 per ounce. With today’s price hovering just below $2,400 …
The post Gold and It’s Role in Today’s Economy appeared first on Ethos Capital Advisors ..read more
Ethos Capital Advisors Blog
3w ago
The Department of Labor (DOL) is in the final stages of implementing a rule that could redefine the landscape of retirement planning and investment advice, marking a significant pivot towards enhanced protection for retirement savers. Dubbed the “Fiduciary Rule,” this …
The post Senators Support Fiduciary Rule Finalization appeared first on Ethos Capital Advisors ..read more
Ethos Capital Advisors Blog
1M ago
As we brace ourselves for the flurry of financial reports flooding the market, it’s evident that we’re entering one of the most crucial periods in the investment calendar: earnings season. With nearly 1 in 10 of the S&P 500 companies …
The post Earnings Season and Why it Matters appeared first on Ethos Capital Advisors ..read more