Written by Scott Bishop, MBA, CPA/PFS, CFP® | Thursday, March 27th, 2014
Three Things That Most Financial Planners do Wrong! Usually when I talk with reporters they ask me my thoughts or ideas on planning topics. Last week, I got a very different question that really made me think. The reporter asked “What are the three things that most financial planners do wrong”? That reporter knows that I Read More Learn
New Ruling On 60-Day Rollovers Could Cost You
Written by Scott Bishop, MBA, CPA/PFS, CFP® | Tuesday, March 25th, 2014
Have you considered, or have, taken an IRA 60-Day Rollover? If case you are not familiar, this is a process that allows an individual to take money out of their individual retirement account, without taxes or penalty, as long as the money is replaced back into a tax-deferred account within a 60-day period. However, if Read More Learn
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