Revised One-Rollover-Per-Year Limit Applies in 2015 – IRS Clarifies Rules
Background The Internal Revenue Code says that if you receive a distribution from an IRA, you can’t make a tax-free (60-day) rollover into another IRA if you’ve already completed a tax-free rollover within the previous one-year (12-month) period. The...
Unexpected Wealth, Unexpected Challenges
A financial windfall, when handled appropriately, can provide a financial support structure that can last for years to come. Sudden wealth can come from a variety of places, including: Marriage or divorce Sale of a business Insurance settlement Inheritance Company...
Saving for College? Here’s Why You Should Consider a 529 Plan
Summer is almost over, and many a parent is already preparing for the back-to-school rush. If college is in your children’s future, you may also be wondering about the best way to save for this ever-increasing expense. One option is the 529 plan. What is a 529...Ready to Get Acquainted?
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