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Revised One-Rollover-Per-Year Limit Applies in 2015

By |2017-05-09T22:13:21-04:00December 17th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , |

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 [...]

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Procrastination Doesn’t Pay

By |2017-05-09T22:13:04-04:00January 7th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , |

At any age, saving for retirement is and should be a very high priority.  The concept is easy; start early, save as much as you realistically can, and put your money into a diversified portfolio, is [...]