Small Employers: Look Before Leaping Into New MEP 401(k) Option
By Robert Bloink | William H. ByrnesThe MEPs' expanded rules may look advantageous but they still pose potential pitfalls that must be considered.
July 29, 2019
Supersize a Roth 401(k) With Backdoor ContributionsSome clients may be able to stretch the limits of a Roth's tax-free withdrawals by contributing to a backdoor Roth 401(k).
July 25, 2019
Exposing the Annuity Bonus TrapThe word "bonus" sounds like extra money, but that's the problem — it's not.
July 16, 2019
Boosting the Value of IRA Planning Strategies After the Tax Cut LawAdvisors must continue effectively communicating with clients to ensure that popular IRA planning strategies are executed properly.
July 16, 2019
Help Clients Understand Potential Social Security Benefit CutsFear of losing out on benefits can lead to poor claiming decisions. Advisors can help prevent that.
July 03, 2019
SEC's Reg BI Adds Unexpected Fiduciary Hurdle for Retirement AdvisorsSome retirement plan rollover transactions will be affected, so understanding these new rules will be critical.
July 03, 2019
Unpacking the New HRA Option for Employee Health InsuranceThe expanded HRA rules can really help employers, but the guidance is extremely specific with a risk of disqualification.
June 12, 2019
Can Roth IRAs Match 529 Plans for College Savings Benefits?Both tax-preferred plans do their stated jobs well, but Roth IRAs have an added value to pay for college expenses.