On the Money Program | February 4, 2017
On the Money Program | February 4, 2017 Read More »
In 2015, the Internal Revenue Service audited only 0.84% of all individual tax returns. So the odds are generally pretty low that your return will be picked for review. That
9 IRS Audit Red Flags for Retirees Read More »
Posted by Denise Kovach, CFP®, AIF® A reverse mortgage is actually called a Home Equity Conversion Mortgage (HECM) which is government backed. This program enables you to withdraw a portion
Is a Reverse Mortgage Right For You? Read More »
If you’re eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current taxation by instructing your employer to roll the distribution directly
What’s the difference between a direct and indirect rollover? Read More »
If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds don’t get to the new IRA trustee in time, the
Can the IRS waive the 60-day IRA rollover deadline? Read More »
For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current income, and a manageable amount of loans. For some, the
Grandparents Can Help Bridge the College Cost Gap Read More »
Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and identifying adjustments
Are You Ending 2016 Healthy, Wealthy, and Wise? Read More »
Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program? Test your knowledge, and learn more about your
Quiz: How Much Do You Know About Social Security Retirement Benefits? Read More »
Posted by Joe Bert, CFP®, AIF® The “Suitability Standard”, yet another ERISA-based mystery. Let me endeavor to decipher this term by delving into the often-turgid waters of the fiduciary
When Merely Being Suitable is Not Enough Read More »