We here at Capital Advisor Group specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
Our primary goal is keeping our clients' money safe from volatile and risky investments.
7 Things You Need to Know About the Once-Per-Year Rollover Rule
In 2014, the Tax Court in the Bobrow case ruled that the once-per-year rollover rule applies to all of an individual’s IRAs, not to [...]