Early IRA and 401(k) Withdrawals: What to Know
By Robert Bloink and William H. ByrnesClients who wants to tap retirement accounts before age 59.5 should know the rules — and the exceptions.
January 03, 2025
Debate: Is the Social Security Fairness Act Fair?The bill, awaiting Biden's signature, repeals the WEP and GPO provisions affecting public workers and provides retroactive 2024 benefits.
December 23, 2024
The Most Confusing Inherited IRA Questions, AnsweredThe RMD rules vary depending on who inherits the account — and some beneficiaries have more options than others.
December 18, 2024
7 Ways to Help Business-Owner Clients at Year-EndFinancial reviews can kick start detailed discussions about retirement scenarios that clients may not have previously considered.
December 16, 2024
How Retirement Age and Social Security Claiming Age Are RelatedThe claiming decision is strongly tied to the age at which someone retires, especially for younger retirement ages.
December 16, 2024
Debate: Should the U.S. Government Create a Nationwide Retirement Savings Plan?Many workers enter retirement with little savings primarily because of sporadic coverage options during their working lives.
December 11, 2024
3 Best Practices to Position an RIA for SaleEnsuring that the firm is appealing to buyers while maintaining its integrity requires thoughtful preparation and strategic action.
December 11, 2024
Year-End RMDs and the QCD Workaround StrategyQualified charitable distributions can help clients reduce tax liability, but there are pitfalls to avoid.