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What’s your financial personality?
February 2021
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 244
Abstract: Everyone’s personal financial plan doesn’t have to be complex, but it does generally need to cover two major facets: paying down debt and saving money. This brief article discusses the importance of identifying one’s financial personality and using that as a guide to creating a solid plan.
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Do you know if participants can roll over RMDs?
June / July 2013
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 244
Abstract: What if a participant wants to roll over a required minimum distribution (RMD) to another qualified plan or IRA? This brief article reviews RMDs and the rollover rules.