4 Retirement Plan-to-IRA Rollover Situations to Think About
This may be your bread and butter ... but how much do you really know about the butter?
5 Ways to Qualify for Abatement of IRS Penalties
Here's more of the background knowledge you need to talk to tax professionals.
7 Things to Know About IRS Private Letter Rulings
Some clients have cases that defy off-the-shelf solutions.
5 Things to Know About Valuing Annuities and Other Client Assets
Determining how much any given asset is worth, and when, may be complicated.
3 Types of Designated Beneficiaries You Must Understand
The rules for spouses, unmarried partners and children are different.
IRA Beneficiary Designation Forms
So, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
Required Minimum Distributions and an Account Holder’s Death
IRC Section 401(a)(9) spells out the rules that govern what happens to the account value.
12 Key Factors for Blended Families in IRAs, Qualified Retirement Plans
Sometimes, you get Ozzie and Harriet. Other times, you get the Brady Bunch.
Spousal Consent Rules and Marriage Contracts
With respect to ERISA-qualified plans, spouses have certain rights that cannot be taken away without their advance written consent.
Celebrity apprentice or biggest loser?
One of the authors of "The Tools & Techniques of Income Tax Planning" takes a closer look at Donald Trump's 1995 state income tax returns.