By Sarah Brenner, JD Director of Retirement Education Everyone has heard the horror stories of how unneeded and unwanted trusts disrupted what should have been a smooth transition of wealth. However, it is important to recognize that estate planning for IRAs is...
By Ian Berger, JD IRA Analyst Question: If I have had my Roth IRA for 20 years and I do a conversion from my traditional IRA, is the five-year rule in effect for each conversion? I’m under the impression that once I held my Roth for more than five years I don’t have...
By Andy Ives, CFP®, AIF® IRA Analyst Excess IRA contributions occur for many reasons, like making a contribution without eligible compensation, accidentally exceeding the Roth IRA phase-out limits, rolling over a required minimum distribution (RMD), etc. Excess...
By Ian Berger, JD IRA Analyst Thinking about leaving your job? Make sure you understand the vesting schedule that applies to your retirement plan. It may pay to stick it out a little longer to become more “vested” in your plan. Otherwise, you may lose out on...
By Sarah Brenner, JD Director of Retirement Education Question: Hello! I have been a big fan for a long time. I have a question regarding a Roth IRA I inherited from my younger brother last year. I have heard that I must empty this account by the end of 2035. I...
By Sarah Brenner, JD Director of Retirement Education IRA and Roth IRA contributions are only permitted when you have taxable “compensation” or earned income. Typically, whether or not a person has compensation is a relatively straightforward determination. For...
Note that the example above uses jQuery to trigger the function call, but you could trigger the function call using any method you wish.fbq('track', 'Lead'); - To track the lead event on the page. Like Thank you page after submitting the lead.
If you have the Thank you page after submitting the lead then you can paste this code on the page and it'll track it as a successful lead.
If instead you wanted to track a standard purchase event when the visitor clicks a purchase button, you could tie the fbq('track') function call to the lead button on your page, like this:
