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Hey Joel: When does the five-year clock start for Roth withdrawls?Hey Joel: When does the five-year clock start for Roth withdrawls?Hey Joel: When does the five-year clock start for Roth withdrawls?Hey Joel: When does the five-year clock start for Roth withdrawls?
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July 2, 2018
Categories
  • Blog
  • Newsletter

Hey Joel: When does the five-year clock start for Roth withdrawls?

Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, When does […]
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July 2, 2018
Exchange Your Old Retirement Solutions for New Ones
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  • Blog

Exchange Your Old Retirement Solutions for New Ones

Article by: Jonathan Coombs, Investment Analyst What is an Exchange? An exchange is a turnkey solution for businesses that allows you to provide the benefit of […]
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June 29, 2018
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I’m Too Young to Save for Retirement!

Too often, we hear the younger generation of workers tells us saving for retirement is not high on their priority list. It’s easy to understand why […]
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June 7, 2018
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Duncan Financial Group & IBPA Present: 10th Annual Downtown Irwin Music in the Streets

The Streets of Irwin Come Alive with Local & Nationally Celebrated Jazz Performers For the past nine summers, music has filled the streets of Downtown Irwin […]
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June 4, 2018
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Hey Joel- Am I required to receive ongoing fiduciary training?

Hey Joel! – Answers from a recovering former practicing ERISA attorney Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country […]
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June 4, 2018
Group Benefits photograph
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Group Whole Life Insurance: The Third Pillar

Financial security is something that every American strives for. Experts believe that the foundations of financial security are built off of three equally important pillars: a […]
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/ SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services offered through Duncan Financial Planning Advisors a registered investment advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group and its affiliates are separate entities. Cambridge Investment Research, Inc. Form CRS

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Brian Duncan, David Duncan, Nancy Conners, Edward Kavo, Alex Kline, Tim Kunkle, Robert McCalmont, Larry Qvistgaard, Frank Zoracki, Don Waite, Ron Kims, Julie Snyder, and Robb Stottlemyer are investment advisory representatives and registered representatives of Cambridge Investment Research, Inc. Greg Hicks and Kristen Hull are registered representatives of Cambridge Investment Research, Inc. They are collectively registered in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY
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