Substantially Equal Periodic Payment (SEPP) Plans

Substantially Equal Periodic Payment (SEPP) Plans

By Ryan Martin and Lauren Hunt Substantially Equal Periodic Payment Plans… that is a “mouthful” of a strategy, but the details of such planning don’t have to be complicated. Tax-deferred accounts such as IRAs provide an excellent opportunity to accumulate funds for...
Five Money Moves to Make in January

Five Money Moves to Make in January

By Moneta Advisor Lauren Hunt Review your withholdings If you discover that you withheld too much or too little the previous year and you expect your circumstances to be similar for the current year, you may want to submit a new IRS Form W-4. If your prior year...
Changing Jobs? Four 401(k) Options to Consider

Changing Jobs? Four 401(k) Options to Consider

By Lauren Hunt, Moneta Advisor If you have a 401(k) plan, you are familiar with the benefits afforded by these popular retirement accounts. They are a great way to set aside earnings into investments that can grow over the years, especially if your employer matches...
The Four Stages of a Bear Market

The Four Stages of a Bear Market

With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our external research partner, are all watching over your portfolio. We are talking with you and rebalancing, where necessary,...