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Social Security 2017 COLA.......0.3%! | October 18, 2016

Monthly Social Security and Supplemental Security Income (SSI) benefits for more than 65 million Americans will increase 0.3 percent in 2017 The maximum amount of earnings subject to the Social... More >>

IRS Provides Relief For Louisiana Flood Victims | August 30, 2016

  The Internal Revenue Service today announced that 401(k)s and similar employer-sponsored retirement plans can make loans and hardship distributions to Louisiana flood victims and members... More >>

NEW IRS Procedure for Missing 60-Day Rollover Period! | August 24, 2016

The Internal Revenue Service today provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly... More >>

CFP Board Fixes Financial Formulas | February 2, 2016

In December of 2015, CFP Board updated the formula page, which is provided to candidates sitting for the CFP Exam. As part of the update, they added the following formulas:  ... More >>

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