
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 use (and when) can be confusing. If you change your mind or made a mistake with your IRA
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August 8, 2022
Learn more about Substantially Equal Periodic Payments (SEPP Distributions), how to calculate them, and how to claim exemption from the penalty.
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December 17, 2021
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
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February 15, 2021
Presented By Tom Kennedy, CFP®: Retirement planning is complicated. Many individuals put off saving, thinking that retirement is years away—until
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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
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August 24, 2020
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: In December 2019, Congress passed the Setting Every Community Up for Retirement
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