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

August 8, 2022

Learn more about Substantially Equal Periodic Payments (SEPP Distributions), how to calculate them, and how to claim exemption from the penalty. Presented by Dean Elliott, CPFA®: Premature distributions from IRAs (i.e., distributions Read More...
Is the Roth 401(k) Right for Me?

June 13, 2022

Presented by Ben Murphy, CPA, PFS™: The Economic Growth and Tax Relief Reconciliation Act of 2001 introduced the Roth 401(k) as a retirement plan Read More...
Six Biases That Can Derail Your Portfolio with finger pressing behavior analysis button on keyboard.

December 19, 2021

By Kris Maksimovich, AIF®, CRPC®: When it comes to our money, humans are not exactly rational investors. In fact, there are six biases that can be Read More...
Retirement income planning with mid age couple with financial advisor

March 12, 2021

Presented by Kris Maksimovich Most working Americans have only one source of steady income before they retire: their jobs. When you retire, however, Read More...
The SEP IRA image shows businessmen and women sitting together having a discussion.

March 1, 2021

Presented by Dean Elliott, CPFA®: As a self-employed individual or small business owner, you have the ability to establish a simple and Read More...
Should You Consolidate Your Retirement Accounts? Image of professionals using tablet for analysis.

February 11, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: If you’re like most people, you’ve saved for retirement in multiple ways, including employer plans Read More...