Little-Known Tax Provision That Every Estate Planner Should Know
The 65-day rule allows some trust distributions to be made after the new year and still apply toward prior tax year.
Removing the Roth IRA Contribution Limit With 401(k) Dollars
Back-door routes to funding a Roth IRA have developed to allow clients to grow these accounts more quickly, including one that cuts right through the traditional, employer-sponsored 401(k).
Levine: BNY Mellon's Best FX Execution Was Pretty Bad
The modus operandi of the bank's foreign exchange trading program was "we give you the worst price of the day and pocket the difference," Bloomberg's Matt Levine writes.
Ritholtz: The Worldwide Deficit of High-Quality Debt
Observers like Jeffrey Gundlach and Gary Shilling expect rates on quality long-term bonds to stay low because of a limited supply, Barry Ritholtz writes.
Taxes and Appreciated Securities: When Should You Sell?
The guiding principle: determine how much an appreciated stock’s price would need to decline to equal the loss incurred from paying the tax.
For Small Businesses, Turning a Retirement Burden Into Tax Savings
Small business clients may know the various retirement plan options that exist, but not know the valuable tax credit that can help them get started.
Fiduciary Standard Should Be Based on How Brokerage Industry Works
A reader says all fees, transaction costs and loads should be transparent and "comparison-shopped for by a broker 'advising' any client." Therein lies the rub.
Fiduciary v. Suitability at Supreme Court, DOL
Obama’s decision to push for a fiduciary standard for retirement advisors while the issue is before the Supreme Court gives proponents a potentially game-changing boost.
Deconstructing One Broker’s Take on a Fiduciary Standard
A broker responds to my March column for investment Advisor on the fiduciary standard and makes some good points. And some not-so-good points.
Tax Planning: How Your Clients Can Deduct Your Fees
A look at how, how much and from which accounts your clients can deduct your fees, along with a warning about IRAs.