January 11, 2023
Presented by Tom Kennedy, CFP®: On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.
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August 8, 2022
Learn more about Substantially Equal Periodic Payments (SEPP Distributions), how to calculate them, and how to claim exemption from the penalty.
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June 17, 2022
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,
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June 13, 2022
The Economic Growth and Tax Relief Reconciliation Act of 2001 introduced the Roth 401(k) as a retirement plan that employers may offer to their
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May 16, 2022
Presented by Ben Murphy, CPA, PFS™, CPFA® : If you’re a fixed income investor, there’s bad news—and good news. The bad news: so far this
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April 4, 2022
Presented by Kevin M. Curley, II, CFP®: For various reasons, the state of a woman’s financial security often depends on her marital status. A
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