Debate: Do State Auto-IRA Programs Benefit Taxpayers?
By Robert Bloink | William H. ByrnesOne take: These accounts are no substitute for a federal mandate for businesses to offer reirement plans.
May 14, 2024
How to Pass Down an IRAEstate planning rules around IRAs have changed in the past few years. Here's what to know.
May 09, 2024
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning TaleClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.
May 06, 2024
Is the 4% Rule Too Safe?While rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
May 02, 2024
Debate: Was the FTC Right to Ban Non-Compete Agreements?The prohibition will affect about 30 million American workers subject to the contracts, according to the agency.
May 02, 2024
This Overlooked Secure 2.0 Change Helps Business-Owning SpousesThe law created two important exceptions that can help owners of closely held businesses offer retirement plans.
May 01, 2024
Should Your Client Tap Their Inherited IRA in 2024?IRS' ever-evolving guidance on RMDs under the Secure Act has caused confusion. Here's how to guide beneficiaries.
April 30, 2024
How to Lock In a $14M Estate Tax Exemption Before 2026Families have a range of planning options — and trust limitations — to consider as exclusion amounts change.