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The good news: The IRS recently relaxed the 60-day rule for rolling over IRA assets. The bad news: Your client can still be subject to whopping fines in the face of certain kinds of mistakes.
Employment figures go up and down, affecting highly compensated employees just as much as lower-level workers. Here's how you can help the casualties among your ranks.
Horsesmouth Essential: In the first of this three-part series on writing a marketing plan, learn why a plan is important, what it should accomplish, and how to take the crucial first step: identifying your target market.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025