The No-Taxes Retirement Plan Distribution Strategy
There is a variety of circumstances under which a client can take tax-free (or reduced tax) distributions from a retirement plan.
5 Tips on Estate Planning to Avoid Common Pitfalls and Distress
As a financial advisor working with families on a regular basis, you may be the first to spot potential estate planning problems and address them before it is too late.
3 IRA Transactions Exempt From DOL Fiduciary Level Fee Rule
There are three recommendations that are fiduciary in nature and automatically result in prohibited transactions under DOL's fiduciary rule, and they all involve IRAs.
Helping Clients Understand Why They Shouldn’t Fly, or Jump
There are cogent reasons why investors, like airline passengers, shouldn’t go it alone, our data shows.
Cutting Small-Business Health Coverage Risks With HMRAs
A traditional HRA with an employer health matching reimbursement account (HMRA) can provide a solution for small-business clients.
Top 5 Tips for Nonprofessional Trustees
Following these suggestions will help even nonprofessional trustees understand their responsibilities and avoid typical pitfalls.
Annuities as an RMD Answer: Navigating Potential Pitfalls
There are valid reasons for an annuity-within-an-IRA strategy, but a poorly executed annuity purchase strategy can cause unnecessary expenses.
How a Wealth Tax Could Reward Savvy Entrepreneurs and Wise Investors
Several economists argue that a wealth tax could redistribute wealth from the idle rich to the Musks and Buffetts who create wealth, Noah Smith writes.
ABLE Accounts Yield Tax-Preferred Special Needs Savings
ABLE accounts represent a valuable tax-preferred planning tool for disabled individuals, but they are just one piece of the puzzle.
Net Unrealized Appreciation Could Yield a Pleasant Tax Surprise
For some employees holding company stock who leave their job, there's an alternative to rolling their 401(k) into an IRA.