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Succession Planning for Today’s Auto Dealers

PSG’s Don Hannahs is partnering with DealersEdge in offering a free Live Webinar for Auto Dealers. Successful Succession Planning for Today’s Auto Dealers, on Thursday, October 5th at 1pm EST. The Live Webinar is free. As more and more auto dealers start looking to...

When You Should Rollover Your 401k/TSP

When You Should Rollover Your 401k/TSP into a Self-Directed IRA We suggested in a blog last month that there are five circumstances where leaving your employer sponsored retirement plan with your employer would be a better choice than taking a plan distribution.  This...

When You Should NOT Rollover Your 401K

When you Should NOT Rollover Your 401k/TSP into a Self-Directed IRA Many advisers automatically suggest that at retirement everyone should exit their employer sponsored plan and immediately invest in a Rollover IRA (with the adviser’s firm).  Yes, you (or ultimately...

Tax Help for Those Who Want to Save

It can be difficult for young people to save money and plan for their future retirement due to the many other competing financial choices that present themselves. A little known tax break can provide a big boost to low-income earners, such as young adult children. The...