Inherited IRAs and the Double Tax Trap
By William H. Byrnes | Robert BloinkTracking the basis for an IRA is understood by most advisors as critical, but inherited IRAs present tax complications that need immediate attention.
January 03, 2019
Tax Changes to Estate Plans Still Need to Be ScrutinizedThe impact of the expanded transfer tax exemption can have far-reaching implications to existing plans.
December 05, 2018
Should Annuity Products Get a Fiduciary Safe Harbor? Bloink & Byrnes Go Thumb to ThumbA Tax Reform 2.0 amendment proposed by GOP would provide a rule exception for retirement plan sponsors.
December 05, 2018
Tax Reform Shakes Up Routine EOY Retirement PlanningLast year's Tax Reform law makes the end-of-year retirement plan checkup even more important.
December 05, 2018
Think You Know the Capital Gains Tax Rate? Think Again.Its tiered structure, including a zero percent rate, can create some interesting opportunities for people in the know.
December 03, 2018
Should Tax Hikes Need Supermajority Vote? Bloink & Byrnes Go Thumb to ThumbA Democratic leader's proposal is meant to protect lower- and middle-income taxpayers.
November 30, 2018
Tax Reform Altered Calculus of Year-End Charitable DeductionsClients should consider their gifting strategies for the next several years to maximize tax benefits that were enacted for this year.
November 28, 2018
Why Hybrid RIAs Are Enjoying Stellar GrowthAccording to Cerulli, the hybrid broker-dealer/registered investment advisor model has a new place in the industry.