SEC recently penalized TIAA $97 MILLION! This should be a wake up call to all those in higher ed that run their retirement plan on "auto pilot."

In this blog, Greg Shepard will discuss various scenarios as to why you'd consider rolling over your 403b to an IRA. This accounts for other higher ed accounts as well, such as 457b's and 401a's.

Every year, millions of college graduates join the workforce while Boomers begin to transition into retirement. Landing that first post-grad job is a pivotal milestone for all students, but unlike their predecessors, many in the younger generations are tackling a dilemma few others have faced: Save for retirement or pay off student loans?

Joseph R. Biden, Jr.'s win in the 2020 presidential election could have a profound impact on your estate and gift tax obligations moving forward.