How to Opt Out of Inheriting an IRA
By Robert Bloink | William H. ByrnesBeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.
February 02, 2024
Reimbursement Powers This Health Coverage SolutionICHRAs can both control employers' costs and offer employees the flexibility to choose their own insurance plans.
February 02, 2024
Gaming the System in Annuity IllustrationsIt is incredibly important for consumers and advisors to understand the expected index performance and chosen crediting strategy.
January 31, 2024
Medicare Reconstructive and Cosmetic Surgery BenefitsThe program will pay for some procedures that may affect a client's appearance.
January 29, 2024
When a Long-Term Care Insurance Insider Is the CaregiverThe author is seeing firsthand how preparing for the unthinkable helps.
January 25, 2024
Debate: Does the Approval of Spot Bitcoin ETFs Help the Average Investor?Our experts debate whether the new funds increase or decrease the risks around bitcoin investing.
January 24, 2024
A Thank-You Note to Gary Gensler? You Bet.I'm sure the SEC chairman and I aren't done arguing, but the spot bitcoin ETFs' approval deserves applause.
January 24, 2024
529-to-Roth Rollovers: What We Still Don't KnowClients and advisors would be wise to tread carefully until the IRS provides more clarity.