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Active TRS Members – You Could Be Eligible for an ERO Refund
Active TRS Members – You Could Be Eligible for an ERO Refund
The Early Retirement Option (ERO) for Illinois teachers was allowed to automatically expire on July 1 of 2016. The ERO was an option that allowed qual
Am I Too Old to Take Out a Long-Term Care Insurance Policy?
Am I Too Old to Take Out a Long-Term Care Insurance Policy?
Long-term care is certainly a significant concern for people over age 65. According to the U.S. Department of Health and Human Services, 70% of those
Understanding Your Required Minimum Distribution - and How to Calculate It
Understanding Your Required Minimum Distribution - and How to Calculate It
What is a RMD? When you hit the age of 72 , you are required by the IRS to withdraw funds from your traditional individual retirement accounts (IRAs)
Is the IRS Waiving the 60-Day IRA Rollover Deadline?
Is the IRS Waiving the 60-Day IRA Rollover Deadline?
Until now, if you took a distribution from your employer sponsored plan, such as an IRA or 401(k), with the intention of making a 60-day rollover, but
Don’t Lose Your Money to Escheatment Laws
Don’t Lose Your Money to Escheatment Laws
Escheatment is the process by which a state government assumes ownership of unclaimed or abandoned accounts. Its intended purpose was to help handle s
The Risks of Investing
The Risks of Investing
Risk and investing go hand in hand – no matter how safe you think your investments may be. A good investor will try to minimize their risk as mu
Withdrawal-Rules-for-3-Popular-Savings-Accounts
Withdrawal Rules for 3 Popular College Saving Accounts
When saving for your child or grandchild’s college education, there are several types of education savings accounts to choose from. Three of the most
5 Living Trust Mistakes to Avoid
5 Living Trust Mistakes to Avoid
For most people, a living trust can be a helpful estate planning vehicle with numerous benefits – including avoiding probate court at death and