Gavin L. DiStasi's blog

Join Topel & DiStasi Wealth Management for Bike MS: Waves to Wine 2017

 

For the fourth year in a row, Topel & DiStasi Wealth Management will be sponsoring a cycling team for Bike MS: Waves to Wine, held on Saturday and Sunday, September 23rd & 24th, 2017.

Unintended Consequences: IRA Rollovers and the DOL Fiduciary Rule

There has been a great deal of media coverage and talk in the industry of late about the Department of Labor’s Fiduciary Rule, due largely to the fact that the rule went into effect on June 9th, despite the Trump administration’s mandate that the rule be reviewed for possible alteration or roll back. Last week also saw legislation introduced by Rep. Ann Wagner R-MO, which would completely repeal the rule, and replace it with a “Best Interest Standard” instead.

Choosing Between a Traditional or Roth 401(K)

With the rise in the 401(k) plan as the primary retirement savings vehicle for American workers, has come a significant increase in the number of plans offering a Roth 401(k) feature. This is generally a good thing, as it offers workers more options for tax treatment of their deferrals both at the time they are made, and when they are eventually withdrawn in retirement.

Join TDWM at Bike MS: Waves to Wine 2016

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the brain and spinal cord, and for which there is no known cure. This is a disease which has closely affected the families of multiple members of our firm here at TDWM, and so, once again, Topel & DiStasi Wealth Management will be sponsoring a team in this year’s Bike MS Waves to Wine charity ride to benefit the National Multiple Sclerosis Society on September 24-25th, 2016.

Cash Is King

Without Adequate Cash Reserves, You’re Gambling — Not Investing

Paying down high-interest revolving debt, such as credit card debt, and building up cash reserves for emergencies are generally the first steps to getting your financial house in order. Financial advisors differ on how much cash you should have on hand, but virtually all say that it’s crucial to have an emergency fund before investing.

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