Rolling Over Your 401(k) Just Got Less Painful – Here’s What the IRS Changed

4 min read

Rolling Over Your 401kAnyone who has moved retirement money out of an old employer’s plan knows how frustrating it can be. Every administrator has their own forms. Timelines are all over the place. Paper checks show up weeks later with vague instructions. The whole thing should have been fixed a long time ago.

The IRS is finally … Read more

1 min read
4 min read

Rolling Over Your 401kAnyone who has moved retirement money out of an old employer’s plan knows how frustrating it can be. Every administrator has their own forms. Timelines are all over the place. Paper checks show up weeks later with vague instructions. The whole thing should have been fixed a long time ago.

The IRS is finally … Read more

Valuation Reserve Requirements

3 min read

Valuation Reserve Requirements, what is AVRAccording to Fitch Ratings, over the past 12 months ending August 2026, there were 109 defaults by 89 entities, compared to the same period ending July 2026, when 83 entities saw 105 defaults. With businesses (especially life insurers) exposed to asset management risks, it’s important to understand how to find financial balance.

Defining Asset

… Read more
1 min read
3 min read

Valuation Reserve Requirements, what is AVRAccording to Fitch Ratings, over the past 12 months ending August 2026, there were 109 defaults by 89 entities, compared to the same period ending July 2026, when 83 entities saw 105 defaults. With businesses (especially life insurers) exposed to asset management risks, it’s important to understand how to find financial balance.

Defining Asset

… Read more

Heirless Estate Planning

6 min read

Heirless Estate PlanningThe purpose of estate planning is to distribute your assets to heirs in a formal, legal process. If you do not have any heirs to speak of, you might not feel the need to do this. However, your assets will go somewhere, so you may want to have control over that before the state … Read more

1 min read
6 min read

Heirless Estate PlanningThe purpose of estate planning is to distribute your assets to heirs in a formal, legal process. If you do not have any heirs to speak of, you might not feel the need to do this. However, your assets will go somewhere, so you may want to have control over that before the state … Read more

How to Save Energy This Fall

3 min read

How to Save EnergyTemps are dropping, the leaves are turning, and you know what that means: Fall is here, which is the best time to prepare your house for the chill that follows. But we all know that keeping warm takes energy and, yes, is costly. Here are a few easy ways to conserve.

Fix stuff around … Read more

1 min read
3 min read

How to Save EnergyTemps are dropping, the leaves are turning, and you know what that means: Fall is here, which is the best time to prepare your house for the chill that follows. But we all know that keeping warm takes energy and, yes, is costly. Here are a few easy ways to conserve.

Fix stuff around … Read more

AI-Powered Corporate Fraud: What Business Leaders Need to Know

4 min read

AI FraudFor years, corporate fraud was limited by the costs, expertise, and resources required to carry out a convincing deception. Artificial intelligence (AI) has changed this.

Today, AI can create realistic voices, videos, emails, invoices, identities, and customer interactions at a scale and speed that traditional fraud controls were never designed to address. AI-powered fraud … Read more

1 min read
4 min read

AI FraudFor years, corporate fraud was limited by the costs, expertise, and resources required to carry out a convincing deception. Artificial intelligence (AI) has changed this.

Today, AI can create realistic voices, videos, emails, invoices, identities, and customer interactions at a scale and speed that traditional fraud controls were never designed to address. AI-powered fraud … Read more

Pre-Election Focus on Russian/Iran Sanctions, AI Utility Bills, Crypto Regulation and Nondiscriminatory FEMA Assistance

4 min read

Pre-Election Focus, AI Utility Bills, Crypto RegulationContinuing Appropriations and Extensions Act, 2027 (HR 6500) – This appropriations bill was finalized and passed by both the House and the Senate on Sept. 1. The act funds the fiscal year 2027 government budget through Dec. 11 at current levels. It was signed by the President on Sept. 2.

Prison Staff Safety Enhancement … Read more

1 min read
4 min read

Pre-Election Focus, AI Utility Bills, Crypto RegulationContinuing Appropriations and Extensions Act, 2027 (HR 6500) – This appropriations bill was finalized and passed by both the House and the Senate on Sept. 1. The act funds the fiscal year 2027 government budget through Dec. 11 at current levels. It was signed by the President on Sept. 2.

Prison Staff Safety Enhancement … Read more

How to Account for Bonds

3 min read

How to Account for BondsWith the global bond market size bigger than many of the world’s biggest economies, it’s important for businesses that sell bonds to understand how to report transactions properly. According to the International Capital Market Association (ICMA), the global bond market’s capitalization is more than $128 trillion.

Defining Bonds

Offered by government or corporate entities, … Read more

1 min read
3 min read

How to Account for BondsWith the global bond market size bigger than many of the world’s biggest economies, it’s important for businesses that sell bonds to understand how to report transactions properly. According to the International Capital Market Association (ICMA), the global bond market’s capitalization is more than $128 trillion.

Defining Bonds

Offered by government or corporate entities, … Read more