William DeShurko

Retirement, Investing, Small Business
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“William DeShurko, Chief Investment Officer of Fund Trader Pro, creates the investment strategies and recommendations offered at www.FundTraderPro.com, an online (Robo Advisor) focusing on providing actionable advice for subscribers 401(k) investments. ”
Firm:

Fund Trader Pro, LLC

Job Title:

Chief Investment Officer

Biography:

William 'Bill' DeShurko started in the investment industry in 1987, learning early the financial perils of bear markets during Black Monday (October 1987) when the DOW dropped more than 20% in a single day. That lesson has guided Bill's investment strategy ever since. During the "Tech Wreck"in 2000 - 2001, frustrated by the losses in typical "buy and hold/diversified" portfolios, Bill created the computer based algorithm used  today at www.FundTraderPro.com. The strategy behind the algorithm was tested using data from 1972 - 2005 by Professors Samuel L. Tibbs and Stanley G. Eakins. The results were co-authored with Mr. DeShurko and resulted in the paper, "Using Style Index Momentum to Generate Alpha" that won the Charles H. Dow Award in 2007. The Charles H. Dow Award is the most prestigious annual award given for  the best paper that advances technical analysis in the year. The award is granted by the Market Technicians Association, the home of the Chartered Market Technician® (CMT) Program, the preeminent, global designation for technical analysis.

Other Highlights:

His blog can be found at: www.deshurkoblog.com

 Author of: "The Naked Truth About Your Money" a primer for the Millennial Generation and all new investors to help with  making responsible financial decisions. Available at: https://www.amazon.com/Naked-Truth-About-Your-Money/dp/1592576508/ref=sr_1_1?ie=UTF8&qid=1485467128&sr=8-1&keywords=deshurko

 Contributor to multiple financial news sites including; www.HorsesMouth.com, www.MarketWatch.com. www.Kiplinger.com, www.theStreet.com and more...

 Bill is also a board and finance committee member for Homefull Inc. a non-profit group seeking to end homelessness in Dayton Ohio.

Managing Member and owner of 401 Advisor, LLC a  registered investment advisor, since 2004

Education:

BA. Economics, University of Rochester

Fee Structure:

Fee-Only

CRD Number:

1717919

Disclaimer:

The opinions expressed are those of Bill DeShurko. Past performance is not a guarantee of future success. Consider all risks before investing and it is always advisable to consult with a professional before making investment decisions.

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February 2018
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February 2017
    401(k), Investing, Retirement Plans, Retirement Savings

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What's the best strategy for withdrawing funds from my Roth IRA to pay back taxes I owe on my home?
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The $20,000 that you contributed to the Roth can be taken as a tax-free withdraw as you have already paid taxes on this amount. You didn't say what kind of taxes you owe, but if income taxes, you could contact the state or IRS and see if they would accept the $20,000 now and then make payments for the balance. This would at least spread out the tax penalty over several years, allowing the balance to continue to grow. If they don't agree they will probably require you to liquidate what you need from the Roth. But with penalties and interest, you want this resolved.

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