A new, taxpayer-unfriendly rule regarding IRA rollovers took effect as the calendar rolled over to a new year. Starting on Jan. 1, 2015, if an IRA rollover occurs from one IRA, the IRA owner can’t do another rollover from any IRA for a 12-month period. To give you some perspective, let’s look at what’s changed and what it means for IRA owners.
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Throughout all our life, we are said to save some money for our future. There are two main reasons for saving money – your future education and retirement. The question of managing these savings may be problematic if you has never faced it before. Even though saving for college does not have such a priority as retirement savings do, no adviser will tell you they both are unnecessary. However, the specialists of our company will help you in managing these savings, so that in the future they could serve you well. Our financial advisers have
Insuring your life, health or your property is one of the most easiest may to safe yourself from daily risks. However, some people don’t think it is necessary to deliver themselves from breaking a car or losing their property in case of a fire. That is why in our company we try to make insurance and annuities as the most widespread type of insurance available for everyone. If you still hesitate deciding whether you need insurance in your life or not, our experts can help you make your choice and clear all peculiarities of spending