Avoiding Roth IRA Conversion Tax Traps
By Robert Bloink | William H. ByrnesOne potential trap in converting to a Roth applies to clients who have yet to reach age 59 ½.
October 03, 2019
How and Why to Choose a Niche for Your Financial Planning PracticeA niche practice means you can deliver better service to clients and get more referrals.
October 01, 2019
100 Questions to Ask in an Estate Planning InterviewThe initial client interview is critical in estate planning, both to shield against malpractice concerns and to ensure a mutually beneficial relationship.
September 30, 2019
Hit by Natural Disaster? Tax Reform Tangles Tax ReliefClients now must understand both the complexities that have always existed in claiming a loss deduction and the changes made by the tax law.
September 16, 2019
Post-Divorce Tax Benefits After Alimony Deduction's DeathClients no longer have the luxury of relying upon the tax code to ease the burden of dividing income among two households.
September 13, 2019
Reconciling Rollover Advice With Reg BI and DOL Fiduciary StandardAdvisors who provide rollover advice must exercise caution to ensure compliance with both regimes.
September 11, 2019
2 Tax-Smart Charitable Giving Strategies for the New Tax EraThe increased standard deduction makes these techniques, which most taxpayers don't know about, more important than ever.
August 27, 2019
Demystifying RIA/IAR Legal RequirementsConfused about the different state and federal registration needs for RIAs and their advisor reps? Here's a guide.