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Ask Bob: Using Retirement Funds for College Expenses

Completing the FAFSA – Quick Tips to Get You Started

The FAFSA opens up on October 1 - here's how to be prepared or get help to start this key step towards college financial aid.

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Ask the Hammer: Can I Reinvest RMDs From Inherited IRAs into a Roth IRA?

Jeffrey Levine expands on a previous Ask the Hammer answer about reinvesting RMDs into a Roth IRA.

Private Foundation

Private Foundations – What to Know

When should you consider a private foundation and what aspects should you consider?