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...

Presented by Kris Maksimovich, AIF®, CRPC®: According to an old adage, it’s better to tax the seed than the crop. And if you’re comparing Read More...

Presented By Tom Kennedy, CFP®: Retirement planning is complicated. Many individuals put off saving, thinking that retirement is years away—until Read More...

Presented by Ben Murphy, CPA, PFS™: Self-directed IRAs are almost identical to traditional IRAs: They both allow you to save money in a Read More...

Presented by Michael G. Wendlandt: Traditional and Roth IRAs offer great benefits, but knowing which of these retirement savings vehicles to use (and Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Read More...