College Planning: Correcting the Great 529 Plan Mistake, Penalty-Free
Helping a client escape from an unsatisfactory 529 plan is possible, but you must understand the specific rules that apply to avoid taxes and penalties.
HD Vest Reps Add $94M in AUM Thanks to Tax Talks, Tools
An enhanced software program helps reps process more client information so they can grow their practices.
Help Your Clients Avoid Paying Taxes They Don’t Really Owe
The IRS won't tell you your clients are overpaying since the law assigns the burden of cost-basis reporting to the individual taxpayer.
In Search of the Best Financial Planning Software: eMoney
Hoping to decide on which software to purchase by next month, I give eMoney a try.
IRS Simplifies Filing for Americans in Canadian Retirement Plans
Americans saving in Canadian plans now qualify for automatic tax deferral similar to 401(k) and IRA participants.
Enhancing Creditor Protection of IRA Funds
Despite a recent Supreme Court ruling to the contrary, inherited IRAs may be vulnerable to bankruptcy creditors. Here's a strategy for stronger protection.
Tax Extenders Bill in Jeopardy as Debt Limit Looms
“No one has any idea how to pay for that,” one analyst says.
3 Reasons to Wait Until Retirement for a Roth IRA Conversion
Generally, converting to a Roth IRA at a young age allows more time for tax-free growth. But there may be other factors at play.
U.S. Pensions Pulling Back on Alts as Rest of World Piles In: Survey
The view on alternative investments is one of several areas where U.S. institutional investors diverge from those abroad, a study found.
Investing Implications of Inversions
Should your clients be investing in companies that have recently undergone a corporate inversion?