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The agency began digging into the massive tax law addressing issues that needed immediate clarification. → Read More
To protect client nest eggs, advisors must know which savings vehicles are protected — and they’re not all created equal. → Read More
If the court ends up making this choice, intended family members may lose out — all for want of filling out a one-page form. → Read More
Coronavirus-related distribution provisions can now be returned and there’s a larger pool of recipients eligible for relief. Here’s what advisors need to know → Read More
The death of George Floyd in Minneapolis and other fatal police encounters now fueling protests nationwide have prompted executives from almost every major bank and investment firm to speak out. → Read More
Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage → Read More
How will the relief package impact retirement accounts? CPA Ed Slott fields this and other top financial planning queries. → Read More
The IRS now says some unwanted RMDs can be undone, eliminating the tax bill → Read More
The passage would extend the IRA contribution deadline and waive RMDs for 2020. Here’s what financial advisors need to know. → Read More
A watchful planner might have saved a matriarch’s IRA from being allegedly pillaged by her son. → Read More
Advisors can protect clients’ estate planning goals post-Secure Act but the vehicle will have to change. → Read More
The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change. → Read More
Despite recent tax law changes, recharacterizations are still possible and can prove a valuable strategy to correct such missteps. → Read More
Buyout amounts are high right now, but there are many other factors to consider when guiding employees to the right choice. → Read More
Buyout amounts are high right now, but there are many other factors to consider when guiding employees to the right choice. → Read More
Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice. → Read More
Armed with some specific details, advisors can explain why the seductive option is both too good and too good to be true. → Read More
Advisors may need to alert clients as to when these checks will be taxable. → Read More
If not addressed, the client may see a higher tax bill than was planned. That won't go over well at tax time next year. → Read More
After a booking error on the advisor end, an investor barely avoided being taxed on $500,000 and dodged more than $200K in taxes and penalties. → Read More