Welcome Our Newest Team Member, Dylan
We’re happy to announce Dylan Howell as the newest member of our team. He’ll be helping Lisa with investment accounts as he works toward his Series 65 certification for investment advising with the ultimate goal of becoming our first Certified Financial Planner (CFP).
By Lisa Bamburg, Investment Advisor Representative
If you have a qualified retirement account (IRA, 401-k, 403(b), SEP IRA, SIMPLE IRA, etc), you can allow the funds to grow untouched until you are 70.5 years old. At that point, the federal government requires you to withdraw each year. is annual withdrawal is called a Required Minimum Distribution or RMD. The first year’s normal distribution is 4 – 4.5%. The withdrawal amount increases with age.
Client Spotlight: The Warners
It was meant to be. Steve and La Juana Warner met each other while teaching music at Hughes. Steve became the band director at Hughes in 1977 following his graduation from Arkansas State University. La Juana, a graduate of Ouachita Baptist University, was hired as the Hughes choir director in 1981. Three years later, they married and began their lives together sharing their love of music with each other and the students they were fortunate to teach.
Working for you, not an insurance company!