Backdoor Roth IRA Contributions

January 25, 2024

Presented By Tom Kennedy, CFP®: Retirement planning is complicated. Many individuals put off saving, thinking that retirement is years away—until it isn’t. Then, in their 40s and 50s, they start to panic and wonder how they’ll catch Read More...

Roth IRAs vs. Roth 401(k)s

June 17, 2023

According to an old adage, it’s better to tax the seed than the crop. And if you’re comparing traditional retirement accounts with Roth Read More...

IRA One-Rollover-Per-Year Rule ira handwritten in a notepad. Retirement.

IRA One Rollover Per Year Rule Explained

June 16, 2023

If you are considering rolling over money from one IRA to another, it is important to be aware of the IRA one-rollover-per-year rule. Our guide Read More...

Concept sheet with words being stuffed into an envelope. With Indirect Rollovers from Qualified Plans, Timing Is Everything

Timing Indirect Rollovers

June 5, 2023

When you leave a job, you have several options for dealing with the funds in your 401(k) or other employer-sponsored qualified plan. Presented by Read More...

Pension payout options concept shows a person dropping coins in a jar labeled pension.

Choosing the Best Pension Payout Option

May 8, 2023

If you’re eligible for a defined benefit pension payout, you may have several payment options from which to choose. Presented by Gerard Longo, Read More...

Roth 401(k) and 403(b) Plans concept with businessman holding tablet with financial graphs rising above it.

Roth 401(k) and 403(b) Plans for Employers

April 5, 2023

Presented by Gerard Longo, AIFA®, CPFA®: Since their creation several years ago, Roth 401(k) and 403(b) plans have become increasingly popular Read More...