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

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 offers tips for avoiding potential problems. Presented by Tom Kennedy, CFP®: The IRA Read More...
IRA Recharacterization Basics shows young man with hand on forehead looking like he made a mistake.

February 1, 2023

Presented by Gerard Longo, AIFA®, CPFA®: Traditional and Roth IRAs offer great benefits, but knowing which of these retirement savings vehicles to Read More...
Roth IRAs Vs. Roth 401(k)s depicts circle of pink ceramic piggy banks.

December 17, 2022

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

August 8, 2022

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...
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™, CPFA® : Self-directed IRAs are almost identical to traditional IRAs: They both allow you to save money in a Read More...