IFP Insights

While you have worked hard to create an overall retirement strategy, this does not mean that you won't need to make changes along the way.

Do you have a long-lost retirement account left with a former employer? Learn how to identify lost retirement accounts and reclaim your money.

Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.

We review the important details of student loan forgiveness and what you will need to do to make sure to qualify.

The top three provisions in the Inflation Reduction Act that the average American will benefit from the most.

We explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was initially passed at the end of 2019, with many of the new rules immediately going into effect on Jan. 1, 2020. However, starting this year, a new mandate takes effect, and how the IRS is interpreting it may impact you and your beneficiaries moving forward.

If you're nearing retirement or already retired, it’s important to understand how taxes (including recent changes to them) impact your retirement income, it may be possible for you to pay less in taxes on your hard-earned dollars.

When it comes to insuring your second home, you may find that the coverage you need is quite different from what you have on your primary home.

Retirement changes everything. Has your money mentality changed with it?