Presented by Gerard Longo, AIFA®, CPFA®: Traditional and Roth IRAs offer great benefits, but knowing which of these retirement savings vehicles to use (and when) can be confusing. If you change your mind or made a mistake with your IRA Read More...

Learn more about Substantially Equal Periodic Payments (SEPP Distributions), how to calculate them, and how to claim exemption from the penalty. Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: According to an old adage, it’s better to tax the seed than the crop. And if you’re 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™, CPFA® : Self-directed IRAs are almost identical to traditional IRAs: They both allow you to save money in a Read More...

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