Financial Duckmail: Did You Break Your SOSEPP?
If you don’t know what a SOSEPP is, that’s okay – chances are if you don’t know what it is, you don’t have one. SOSEPP…
Read issue →Financial Duckmail: Principles of Pollex - Auto Purchases
(In case you are confused by the headline: a principle is a rule, and pollex is an obscure term for thumb. Therefore,…
Read issue →Financial Duckmail: Social Security: Average Indexed Monthly Earnings (AIME) Explanation
Photo credit: jbOne of the key components that the Social Security Administration uses to calculate your Social Security…
Read issue →Financial Duckmail: When a 60-day Rollover isn't a 60-day Rollover
A Private Letter Ruling (PLR) from 2010 presents an interesting outcome from an indirect rollover – a rollover that…
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