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.
The Basics of Establishing an Irrevocable Life Insurance Trust
An ILIT can help with spendthrift protection, and with elective share right planning for a surviving spouse.
Legal Arrangements Other than Marriage
Here's another look at how clients' household arrangements can affect planning strategies.
12 Key Factors for Blended Families in IRAs, Qualified Retirement Plans
Sometimes, you get Ozzie and Harriet. Other times, you get the Brady Bunch.