A Big IRA Question: Do I Change the Beneficiary Post-Secure Act?
By Robert Bloink | William H. ByrnesThe potential for a big tax hit in year 10 means that IRA account owners should revisit their beneficiary designations now.
February 19, 2020
Secure Act's New Retirement Plans: MEPs, ARPs & PEPsNext year, small-business clients will have even more options for providing retirement benefits to employees.
February 07, 2020
'Kiddie Tax' Redux: Running the Math on the Retroactive Break for 2019The "kiddie tax" change ironically ended up being one of the more complex provisions of the tax reform package.
February 04, 2020
How to Avoid the Secure Act's Long-Term Tax TrapsOne potential trap: Later RMDs may lead to a bigger lifetime tax bill.
January 24, 2020
Is a Rollover Right for Your Client? 5 Factors to ConsiderAdvisors can't be fiduciaries if they recommend rollovers to every client in every case.
January 24, 2020
New Ethical Standards Are Now in Effect!Are you ready for the new rules laid down by the CFP Board? Here's a primer on what to do.
January 14, 2020
Secure Act's 401(k) Annuity Options: The Pros and ConsMore clients are likely to see an annuity option in their 401(k) plans soon, so it's important they're informed.
January 08, 2020
Secure Act's MEP Changes Are a Game Changer for 2020The Secure Act fundamentally changed the nature of MEPs and needs to be examined for its impact on clients.