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 offers tips for avoiding potential problems. Presented by Tom Kennedy, CFP®: The IRA Read More...

Presented by Gerard Longo, AIFA®, CPFA®: Traditional and Roth IRAs offer great benefits, but knowing which of these retirement savings vehicles to 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...

Premature distributions from IRAs taken prior to age 59 ½ are generally subject to a 10 percent penalty. The purpose of this penalty is to prevent 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...