Market Recap Week Ended August 25th

US equities were mixed on Tuesday as leadership rotated away from technology and into more cyclical areas. A sharp pullback in chipmakers weighed on the broader market and pushed the Nasdaq 100 down about 2%, while the Dow extended its run of record highs.

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Traditional 401(k) withdrawals, with the inevitability of tides, are taxed as ordinary income in retirement. Yet behind these seemingly routine transactions lies a terrain shaped by the unseen hand of federal policy and personal decision—a landscape in which the timing and method of withdrawal can, quietly but profoundly, alter the course of a retiree’s financial life, determining not only the taxes owed but the very contours of security in one’s later years.

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The Chamber’s Mid-Year Chairman’s Forum was a blast! Thanks for coming out to the Guest House at Graceland last Tuesday.

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