Learn more about Substantially Equal Periodic Payments (SEPP Distributions), how to calculate them, and how to claim exemption from the penalty. Presented by Dean Elliott, CPFA®: Premature distributions from IRAs (i.e., distributions Read More...

Securities-based lending may be a quick way to lay your hands on some cash, but you should be aware of the potential for risk. By Kris Maksimovich, Read More...

Presented by Ben Murphy, CPA, PFS™: The Economic Growth and Tax Relief Reconciliation Act of 2001 introduced the Roth 401(k) as a retirement plan Read More...

Presented by Ben Murphy, CPA, PFS™:  If you’re a fixed income investor, there’s bad news—and good news. The bad news: so far this year, Read More...

Presented by Dean Elliott, CPFA®: For various reasons, the state of a woman’s financial security often depends on her marital status. A study from Read More...

Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: Fixed income investments (also known as bond investments) play an important role in a Read More...