From time to time, we encounter individuals who work with more than one investment planning firm.

72T distributions are used to distribute funds from an IRA before you have turned 59 ½ to avoid the 10% early withdrawal rule.

It is incredibly important to tune your guitar, just like it is important to fine-tune your financial plan.

“How do I prioritize saving for my own retirement versus saving for my children’s college education?”

Helps you clearly articulate your goals and provides simple and concise next steps for you and your family.

Be careful of accumulating funds in an after-tax 401k IF you can facilitate a “direct rollover” to a Roth IRA.