Planning for the Suddenly Wealthy: Call In the SWATT Team
Coming into money can be both a blessing and a curse. A team of professional advisors can help the newly wealthy avoid negative consequences.
After-Tax 401(k) Contributions: How Do They Stack Up?
Most clients don’t fully understand the rules governing after-tax contributions and may mistakenly be equating this option with the Roth option.
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.
Ryan Bears Brunt of GOP Anger on Trump's Deal With Democrats
The 90 House members who voted against a temporary spending and debt ceiling package today are Republicans.
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.
Freedom Caucus Members Frustrated With GOP Leaders on Agenda
Mark Meadows sees lack of movement on the Affordable Care Act as a source of ugliness.
Legal Arrangements Other than Marriage
Here's another look at how clients' household arrangements can affect planning strategies.
Trump Promotes Tax Overhaul as Vital in Meeting With GOP Leaders
The “Big Six” team includes Cohn, Mnuchin, Ryan, McConnell and the heads of the tax-writing committees.
ACA Repeal Dead, but Tax Cuts Likely Coming: Andy Friedman
Upcoming fiscal deadlines could lead to a government shutdown, but tax reform bill will satisfy markets, Friedman says.
Tactics for Being Tax Savvy With ETFs
Advisors share portfolio-construction strategies that boost diversification and tax efficiency for investors.