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...

Presented By Tom Kennedy, CFP®: Minimizing your annual income taxes requires a regular review of your overall financial position. With the season Read More...

Presented by Ben Murphy, CPA, PFS™: Life insurance delivers cash to beneficiaries when it’s needed most. Plus, if the policy is properly Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: As a rule, annuities provide the contract owner with certain tax features, such as tax deferral. But as Read More...

Presented by Ben Murphy, CPA, PFS™: This material has been provided for general informational purposes only and does not constitute either tax or Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: The primary purpose of life insurance is to provide financial security for families and businesses. But Read More...