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May 9, 2019

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Recharacterization Still ExistsOctober 2, 2024
Surprising News About the New Statute of Limitations for Missed RMDs and Excess IRA ContributionsSeptember 30, 2024
Weekly Market CommentarySeptember 29, 2024
2024 Pulse of the American Retiree Survey: Midlife Retirement ‘Crisis’ or a 10-Year Opportunity?September 27, 2024
Eligible Designated Beneficiaries and Disclaimers: Today’s Slott Report MailbagSeptember 26, 2024
Recharacterization Deadline ApproachesSeptember 25, 2024
IRA AcronymsSeptember 23, 2024
NEW SPOUSAL BENEFICIARY RULES AND EFFECTIVE DATE OF 10-YEAR RULE: TODAY’S SLOTT REPORT MAILBAGSeptember 19, 2024
Why Retirees Are Carrying More and More DebtSeptember 19, 2024
What’s the First RMD Year for Those Born in 1959?September 18, 2024
What You Need to Know About Withholding and Your IRASeptember 16, 2024
Weekly Market CommentarySeptember 15, 2024
REQUIRED MINIMUM DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAGSeptember 12, 2024
3 Changes Coming To Retirement Required Minimum Distributions in 2025September 12, 2024
401(k) to IRA Rollover – 3 BucketsSeptember 11, 2024
401(k) Plans Can Now Offer Matching Contributions On Student Loan PaymentsSeptember 9, 2024
Weekly Market CommentarySeptember 8, 2024
3 Changes Are Coming to 401(k) Plans in 2025September 6, 2024
Roth 401(K) Rollovers and the Once-Per-Year Rollover Rule: Today’s Slott Report MailbagSeptember 5, 2024
New Rules Loosen or Eliminate Documentation Rules for See-Through TrustsSeptember 4, 2024

Certified Planners Group, LLC

1819 -B Buford Hwy
Buford, GA 30518

Contact Number: (770) 355-9686

Info@FrankPassmore.com

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