The Backdoor Roth IRA: Investing Rules of the Backroads
By Robert Bloink and William H. ByrnesHere's a workaround for higher income clients who are technically barred by IRS income limits on Roth contributions.
March 29, 2018
How Tax Law Impacts 5 Types of AdvisorsThe Tax Cuts and Jobs Act of 2017 made a number of changes that are important to individuals, small businesses, and the advisors that assist them.…
March 20, 2018
Tax Reform Didn't Kill All Roth RecharacterizationsThe 2017 Tax Act eliminated a client's ability to recharacterize a conversion to a Roth IRA, but the new law continues to permit recharacterization of transactions that were not valid Roth conversions to begin with.
March 14, 2018
The Advisor and the Quant: Cryptocurrencies and Financial PlanningJoe Elsasser and Ron Piccinini discuss the future of cryptocurrencies in client portfolios.
March 13, 2018
Hurry: Tax Law Cracks Window for Roth IRA Rate GainsClients have a rare opportunity to take advantage of the differences in ordinary income tax rates pre-reform and post-reform.
July 17, 2016
10 advantages of term life insuranceAlthough some agents and advisors believe that whole life insurance is always a superior product, term life insurance does its advantages and can play an important role in a client's financial plans.