How to Opt Out of Inheriting an IRA
By Robert Bloink | William H. ByrnesBeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.
December 26, 2023
Avantax Brand Isn't Going Anywhere: Cetera's DurbinCetera Holdings wants to minimize disruption to advisors while embracing the firms' shared tax focus, its CEO says.
December 20, 2023
Can You Ace This Charity Quiz?Test your knowledge on how clients can manage RMDs, rebalance portfolios and more while doing good.
December 18, 2023
Irrevocable Trusts: More Revocable Than You Might ThinkAn increasing number of wealthy families are looking to amend these trusts, Scott Small says.
December 12, 2023
When a Client Faces Cognitive Decline, Speak UpIt's the first step in protecting both the client and your firm, says Barbara Archer of Hightower.
December 11, 2023
This Overlooked Secure Act Change Makes Roth 401(k)s More AttractiveThe law removed the lifetime RMD requirements from these accounts starting in 2024.
November 27, 2023
Don't Overlook Post-Retirement Roth Conversion BenefitsThe need to identify tax-savvy financial planning strategies doesn't disappear once clients stop working.
November 20, 2023
Estate Planning: 5 Seasonal Thoughts on Clients' MindsAs clients celebrate the holidays with family, there's ample time to have important conversations.