Spousal IRA Contributions in the Wake of the Great Resignation
By William H. Byrnes | Robert BloinkA client who has no earned income may still be able to contribute to a retirement account if they have a working spouse.
February 18, 2022
Early IRA Distributions Without Penalty Just Got More AttractiveNew IRS guidance gives IRA holders using this emergency cash option a chance to receive larger payments.
February 15, 2022
401(k) Core Menus Are Not Retirement ReadyRecent research shows two big gaps in DC plan investment menus and why updating them is essential.
February 11, 2022
Debate: Do ERISA Fiduciaries Have a Duty to Monitor Each Plan Investment Option?Two professors discuss the Supreme Court's recent ruling in Hughes v. Northwestern University.
February 10, 2022
Does Your Client Need to Repay Advance Child Tax Credits for 2021?The IRS has been updating its FAQ on the tax credit frequently, and the details are important.
February 07, 2022
4 Things Your Financial Planning Software Should DoWhether you're looking for a specific tool or a general CRM, here's what to keep in mind.
February 04, 2022
There's Still Time to Start a Retirement Plan, Reduce 2021 TaxesUnder the Secure Act, small-business clients now have extra time to establish a 401(k) plan for the prior tax year.
February 01, 2022
How Advisors Can Help Wealthy Clients Through 'Gray Divorce'Divorcing clients need to have a complete financial understanding regarding the division of their hard-earned assets.