Topics Archives | Page 11 of 12 | Sgroi Lawley Group, LLC

IRA Withdrawals that Escape the 10% Tax Penalty

by Sgroi Financial | May 29, 2024 | Helpful Education, Investing and Financial Planning

IRA Withdrawals that Escape the 10% Tax Penalty Sgroi Financial The reason withdrawals from a Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty is that policymakers wanted to create a disincentive to use...

Saving Early & Letting Time Work For You

by Sgroi Financial | May 10, 2024 | Helpful Education, Investing and Financial Planning, Retirement Planning

Saving Early & Letting Time Work For You As a young investor, you have a powerful ally on your side: time. When you start investing in your twenties or thirties for retirement, you can put it to work for you. The power of compounding. Many people underestimate it,...

Choices for Your 401(k) at a Former Employer

by Sgroi Financial | Apr 22, 2024 | Retirement Planning

Choices for Your 401(k) at a Former Employer Sgroi Financial One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with...

Retirement Plan Choices for Small Businesses

by Sgroi Financial | Apr 20, 2024 | Helpful Education, Investing and Financial Planning

Retirement Plan Choices for Small Businesses As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are a number of...

The Sgroi Financial Newsletter

by Sgroi Financial | Apr 15, 2024 | Helpful Education, Sgroi Financial News

Sgroi Financial Newsletter Spring 2024 Each quarter, we provide a newsletter to our clients with news and insight on the financial world, as well as updates from Sgroi Financial. In this edition, you’ll find timely articles covering various aspects of the...

Building a Solid Financial Foundation

by Sgroi Financial | Apr 15, 2024 | Retirement Planning

Building a Solid Financial Foundation Sgroi Financial When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? th To some, when your financial “house is in order,” it means it is built on a...

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IRA Withdrawals that Escape the 10% Tax Penalty

Saving Early & Letting Time Work For You

Choices for Your 401(k) at a Former Employer

Retirement Plan Choices for Small Businesses

The Sgroi Financial Newsletter

Building a Solid Financial Foundation

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