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...
US Tax forms with piggy bank wearing glasses.

March 7, 2022

Presented By Tom Kennedy, CFP®: Minimizing your annual income taxes requires a regular review of your overall financial position. With the season Read More...
Common Tax Traps Involving Life Insurance photo of man in box, holding oar, in a sea of papers.

December 17, 2021

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...
Annuities closeup photo of tax calculator.

December 15, 2021

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...
Key Numbers for 2021 with photo of calendar.

November 29, 2021

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...
Life insurance underwriting process image shows documents, calculator and pen

June 6, 2021

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