At the end of a year dominated by inflation, interest rate hikes, market turbulence, and recession fears, we can all use a break. Thankfully, the Internal Revenue Service (IRS) has offered a few new tax guidelines to try to account for the Read More...

Learn more about Substantially Equal Periodic Payments (SEPP Distributions), how to calculate them, and how to claim exemption from the penalty. 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™, CPFA® : 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®, CPFA®, CRC®: As a rule, annuities provide the contract owner with certain tax features, such as tax Read More...

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