Jeff Levine Answers Secure 2.0 Tax Questions From Advisors
By John ManganaroThe CPA and financial planner addressed Roth contributions, RMDs and 529 plan rollovers.
January 04, 2023
Secure 2.0 Cements the Role of Roth: Jeff LevineThe law includes hundreds of provisions, but the most noteworthy involve new opportunities to use Roth-type accounts.
January 04, 2023
Ed Slott: Pay Attention! Secure 2.0 Dates Are 'All Over the Place'Slott delves into the sweeping retirement law's effective dates, some of which he's not too thrilled about.
January 03, 2023
Throw Out Your Old Investing Playbook in 2023: BlackRockInvestors shouldn't assume what worked in the past will work now, like automatically buying the dip, BlackRock says.
January 03, 2023
6 Takeaways From Trump's Tax ReturnsThe 2015-2020 filings span hundreds of pages to account for domestic and foreign assets, credits, deductions, depreciation and more.
January 03, 2023
Is Gen X Sitting on a Pile of Wealth?New research suggests that Gen X is now significantly wealthier than baby boomers were at the same age.
January 03, 2023
The 2023 Life, Health and Annuity Prediction AlmanacForecasters are talking about your world. We gave the predictions a structure.
December 30, 2022
Advisors Are Unhappy, and They Have Options, Recruiters WarnRecruiters are urging firms, especially legacy BDs, to rethink their recruiting strategies or risk being left behind.