The SEP IRA: Is This the Best Retirement Plan for Your Business?

March 1, 2021

Presented by Dean Elliott: As a self-employed individual or small business owner, you have the ability to establish a simple and cost-effective retirement plan for you and your employees. There are a few options available, but one you may Read More...
The SIMPLE IRA: Is This the Best Retirement Plan for Your Business?

February 8, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: As an employer with 100 or fewer employees, you have the ability to establish a simple and Read More...
Real Estate and Self-Directed IRAs

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

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: How the SECURE Act Affects IRA Beneficiaries

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...
Roth IRAs Vs. Roth 401(k)s

December 17, 2019

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...