Fairway is excited to be featured in a retirement-related story from FA Magazine, a premier source of investing and financial planning news. Our wealth manager Dina Powers spoke about 401(k) rollovers and the transferring of retirement funds. Many retirees may consider shifting money between their IRAs and 401(k) accounts, but it’s important to work with [...]

Fairway wealth manager Dina Powers recently appeared in Financial Advisor Magazine, an RIA and financial news magazine featuring the latest trends and industry best practices. In a discussion on the benefits and drawbacks of traditional 401(k)s vs. IRA accounts, Dina noted that a client’s financial pipeline – along with their expected retirement age – can [...]

When saving for retirement, it’s crucial to have a withdrawal strategy that will help you reap the tax benefits of qualified retirement accounts. Wealth Manager Dina Leader was recently featured in U.S. News & World Report sharing her thoughts on how retirees can reduce tax obligations on withdrawals by holding tax-preferred investments outside of qualified [...]