News

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 >>

2016 Social Security Changes | October 26, 2015

There were only a few changes to the Social Security figures for 2016. Monthly Social Security and Supplemental Security Income (SSI) benefits will not automatically increase in 2016 as there... More >>

2016 Annual Retirement Limits | October 22, 2015

Yesterday, the IRS released the 2016 annual retirement limits. Very few changed. Click here for the IRS announcement. See below for the Money Education 2016 Annual Retirement Planning Limits... More >>

Estate Tax Returns Filed 2003-2012 | October 5, 2015

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