Tax Tips When Naming a Trust as IRA Beneficiary
By Robert Bloink and William H. ByrnesRMD rules for trusts are different than those for other beneficiaries.
January 22, 2025
IRS' New Roth Catch-Up Contribution Guidance: The DetailsHere's what 401(k) advisors and employers should know about the long-awaited proposed regs.
January 14, 2025
Buffer ETFs vs. Annuities: Which Are Better for Retirement Income?These defined outcome ETFs pair some annuity-like benefits with greater flexibility.
January 08, 2025
Early IRA and 401(k) Withdrawals: What to KnowClients who wants to tap retirement accounts before age 59.5 should know the rules — and the exceptions.
January 07, 2025
The Social Security Fairness Act Is Law. Here's What Advisors Should Do Now.Share the good news, but warn affected clients that benefit increases or back-payment checks won't come immediately.
January 03, 2025
Whipsaw BOI Rulings Leave Business Owners DizzyMost American business owners were to become subject to a Jan. 1 deadline to submit beneficial ownership information reports.
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.