Welcome to UPAL's

Education & Resource Center.

Tools to help you learn more about retirement planning & investment concepts

Let us help you build a rock-solid financial future.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

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What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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