Roth 5 Year Waiting Period Rules

By Anne Zavaglia
Posted on October 29th, 2019

There are some unclear and misunderstood rules that exist for ROTH IRA distributions. Qualified Distributions, which are both tax and penalty free, are distributions that […]

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The House Passes the SECURE Act

By Anne Zavaglia
Posted on May 30th, 2019

Many Americans do not have enough saved for retirement, with only 51% of workers having access to a work place retirement plan[i]. In an effort […]

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Gray Divorce: Dividing Assets Can Impact Retirement

By Mark Fissel
Posted on November 29th, 2018

Although most people who marry hope their unions will last forever, about 50% of first marriages in the United States end in divorce.1 Individuals age […]

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Retirement Contribution Limits Increase in 2019

By Anne Zavaglia
Posted on November 5th, 2018

The IRS has announced retirement contribution limits for 2019.  It will be the first time in six years that Individual Retirement Accounts have seen an […]

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Protect Your Heirs by Naming a Trust as IRA Beneficiary

By Mark Fissel
Posted on June 20th, 2018

Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part […]

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Is There A New One-Rollover-Per-Year Rule for IRAs?

By Mark Fissel
Posted on June 25th, 2014

Yes–starting in 2015. 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 […]

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