Secure Act 2.0, Biden Tax Hike Plans Make Roth IRAs a Crucial Tool
By Roger WohlnerRoth IRAs are valuable for estate planning and reducing future RMDs, and the Secure Act 2.0 retirement bill would open a wider window for these strategies.
May 05, 2021
Rates Are Rising, but Should Bond Investors Be Worried?Kathy Jones of the Schwab Center for Financial Research and Kevin Flanagan of WisdomTree offer their analyses.
May 04, 2021
Milevsky: Advisors Should Charge More for Retirement Spending AdviceDecumulation of assets is a far more complicated process than "retirement planning," the professor tells ThinkAdvisor.
April 26, 2021
IRS to Fix Inherited IRA Guidance That Confused AdvisorsThose who inherited an IRA in 2020 should wait for more guidance from the agency before taking a 2021 RMD, Ed Slott says.
April 26, 2021
Which Tax Hikes Are Most Likely?Tax measures floated by President Biden and lawmakers prompt a hot debate; tax experts Greg Valliere and Allison Hutchins weigh in.
April 26, 2021
Robo-Advisors Came to Slay Industry Giants, but Instead Schooled ThemOnce thought to be the end of human advisors, this technology has instead helped the business focus and improve.
April 23, 2021
Biden's Capital Gains Tax Hike Wouldn't Just Hit the Wealthy, Advisors SayJeffrey Levine and other advisors discuss how to position clients, including non-millionaires, for this potential tax increase.
April 20, 2021
Types of Annuities: 9 Questions AnsweredHere's what investors should know about annuity contracts, including when income begins for each type.