Resource Library

These long-awaited new regulations impact many parts of the required minimum distribution (RMD) rules for retirement accounts.

From making deferral elections to considering a disclaimer, these are the five mistakes that you want to avoid when determining spousal beneficiaries.

This sheet covers the basic process of using your tax refund for funding your IRA, as well as some tips to use along the way.

From 401(k) rollovers to IRAs, to rollovers from IRAs back to plans, and more, this sheet will turn you into a professional on IRA rollovers.

From finding a specialist to asking about education and obtaining a second opinion, this sheet will help you in choosing the right financial advisor in 5 easy steps.

From learning what to do with the received funds to reassessing retirement preparedness, this sheet will help you to avoid divorce mistakes in 5 easy steps.

Managing taxes during retirement will be the single most important factor in determining your ultimate lifestyle. A qualified tax professional is an integral part of any planning team.

60-day rollovers are the distributions of funds from qualifying retirement accounts payable to the account owners who then have 60 days to redeposit the funds into other qualifying retirement accounts.

From identifying the surtax income thresholds to looking at taxable income, these steps ensure you'll be navigating your health care taxes in no time.

A QLAC is a type of fixed income annuity that has special attributes and is held in a retirement account.