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GREAT NEWS FOR 72(T) PAYMENTS!

By Ian Berger, JD IRA Analyst 72(t) payments have suddenly become a better deal for IRA owners and company plan participants. Also known as “substantially equal periodic payments,” 72(t) payments are advantageous because they are exempt from the 10% early distribution...

Weekly Market Commentary

Weekly Market Commentary – 1/21/2022 -Darren Leavitt, CFA It was another brutal week for investors as global markets continued to sell-off. Concerns regarding the path of global central bank policy and a lackluster start of fourth-quarter earnings weighed on...

2022 Is The Year Consumers Discover Value Of Annuities

Harry N. Stout, author and podcast host at the FinancialVerse says that 2022 will be the year that consumers proactively reach out for information and advice to explore the solutions that annuity products can provide to address some of their financial challenges. Here...

ONE IRA ROLLOVER PER YEAR – BASED ON DISTRIBUTIONS

By Andy Ives, CFP®, AIF® IRA Analyst A person is allowed only one IRA-to-IRA or Roth-IRA-to-Roth-IRA 60-day rollover per year. This 12-month period is a full 12 months – it is not a calendar year. Accordingly, we refer to this as the “once-per-year rule.” For example,...