Working Past 70½? Skip the 401(k) RMD Without Penalty
For clients working past age 70½, there is an exception allowing them to defer their 401(k) RMDs until retirement, Professor Robert Bloink says.
Thinking About Private Equity in a Retirement Portfolio? Read This First
Despite risks associated with PE investments, the sector may be worth exploring as part of a retirement strategy for those willing to do the homework.
5 Ways to Qualify for Abatement of IRS Penalties
Here's more of the background knowledge you need to talk to tax professionals.
GOP Tax Reform Rattling Stock Option Strategies
The GOP tax reform framework contains few details, but tax planning for high-income clients who are compensated with stock options is muddled.
3 Ways to Beat ‘Autumn Angst’
It is possible for advisors to stay focused and get to the end of the year with success and sanity.
Top 3 Ways BDs Can Help FAs With DOL-Related Platform Shifts
Broker-dealers should help advisors with new technology, criteria for picking third-party asset managers and improved planning tools.
Trump Tax Reform Plan Could Roil Small-Business Retirement
While many small-business clients would welcome the lower tax rate for pass-through income, it could hinder these clients’ retirement planning options.
A Historical Defense of the All-American Estate Tax
One thing about it: Andrew Carnegie liked it.
Why You Can’t Be ‘Three-Quarters of a Fiduciary’
Former SEC Commissioner Luis Aguilar’s comments reverberate more loudly today, as fiduciary rules at DOL, SEC and CFP Board come into focus.
Broad Strokes of Tax Reform Released in GOP Framework
The GOP tax framework aims to simplify the tax code for both individuals and small businesses while reducing the tax burden at both levels.