retirement

Rollover Relief Will Come with IRS Scrutiny in 2017

Monday, December 12, 2016
This past summer the IRS had good news for those who missed the deadline for a 60-day retirement account rollover. The IRS will allow your late rollover to be accepted if you provide the receiving financial institution with a “self-certification.” The new relief procedure applies to 60-day rollovers from both company plans and IRAs. The IRS even provides a model letter that can be used. Self-certification is an immediate and cost-free fix for a missed rollover deadline. This new tool can potentially save you from taxes, penalties, and even the loss of your retirement savings.
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Boomers Want Technology Too!

Monday, November 28, 2016
It’s no secret that millennials and other young workers today value technology in terms of helping them manage their financial affairs. However, the value that savers place on technology is not limited to young savers. In fact, Boomers are seeking out and incorporating technology into their financial lives at an increasingly rapid rate... a fact that numerous studies and surveys have found.
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