MomsEveryday Segment | Making a Savings Plan by Tim Carlson

Most of us know the importance of saving money and that we should SAVE more than we SPEND, right? But do you know what your options are when it comes to saving? And what’s the best option depending on your financial goals? Or how MUCH you should be saving? Tim Carlson, Vice President and Financial Advisor with WESTconsin Investment Advisors located at WESTconsin Credit Union discusses the benefits of saving, some options for saving, and how much we should save.

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One and Done: What You Should Know About the IRA Rollover Rule Change

One and Done: What You Should Know About the IRA Rollover Rule Change

by Center for Personal Finance editors

The Internal Revenue Service (IRS) has changed its position on the IRA (individual retirement account) rollover rule. Starting in 2015, it's "one and done"—the IRS limits people to one rollover in a 12-month span, no matter how many IRA accounts they own. They still may make unlimited trustee-to-trustee IRA transfers.