Introduction to SEPP Distributions, also known as 72(t) distributions shows man putting money puzzle together.

August 8, 2022

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...
Roth IRAs Vs. Roth 401(k)s depicts circle of pink ceramic piggy banks.

December 17, 2021

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...
Backdoor Roth IRA Contributions photo shows key in door lock.

February 15, 2021

Presented By Tom Kennedy, CFP®: Retirement planning is complicated. Many individuals put off saving, thinking that retirement is years away—until Read More...
Real estate and self-directed IRAs depicts new sprout growth coming out of dirt.

January 18, 2021

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...
IRA Recharacterization Basics shows young man with hand on forehead looking like he made a mistake.

September 14, 2020

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...
Estate Planning Update shows man pointing at financial planning graph.

August 24, 2020

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