401(k) Balances Are Up, but Is Your Retirement Plan Business?
Advisors should focus on gaps in investment performance, for instance, to boost their results in this space.
Republicans Need a Tax Plan for 2017, Not 1981
The conservative Weekly Standard warns Republicans not to design a tax reform patterned on the one that Reagan signed in his first year as president.
IRA Beneficiary Designation Forms
So, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
As the World Churns: Avoiding Tax Planning Disaster by Avoiding Anti-Churning Rules
The anti-churning rules have created a complex and burdensome trap and catch more M&A transactions than you might suspect.
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.
Your Social Security Number Now Looks Like a Time Bomb. It Is
The United States has issued about 496 million of the high-risk numbers since 1936.
Advisor’s Buy-Sell Agreement Is Triggered by Tragedy
Advisor Kevin Skipper signed a buy-sell agreement with our firm. Five months later, he died unexpectedly. Here's what we learned.
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.