Required Minimum Distributions
Keep up with the latest changes affecting required minimum distributions and how they affect your clients, including those tied to 401(k)s plans, IRAs and annuities, as well as the best RMD strategies.
How to Help Clients Avoid Medicare IRMAA Surcharges
By Roger WohlnerCrossing certain MAGI thresholds mean extra fees for Parts B and D — and beware the two-year lookback.
September 09, 2025
Altruist Wants Advisors to Ask Its New AI Tool AnythingCustodians can mobilize mountains of data to put AI to work for RIAs, CEO Jason Wenk says.
August 26, 2025
SEP IRAs vs. Solo 401(k)s: What Small-Business Owners Should KnowMany owners spend their working years focusing on growing a business, at the expense of fully funding retirement accounts.
August 22, 2025
Ed Slott: Here's the Secret to Good Tax Planning"Always pay taxes at the lowest rate — that's it," the retirement expert maintains. "It's that simple."
July 28, 2025
Should Clients Over 60 Do Roth Conversions?Taxes, retirement income, RMDs and legacies are especially important considerations for clients near or in retirement.
June 23, 2025
Meet the First Tax Planning Certified ProfessionalsThese self-professed lifelong learners mastered the American College’s newest certification course in mere months.
June 18, 2025
Trust as IRA Beneficiary? Avoid These MistakesThis structrure increases the complexities already in place when IRA funds pass upon the original account owner’s death.
June 12, 2025
How to Avoid RMD Mistakes Around Roth ConversionsRMDs and Roth conversions are both taxable as ordinary income, but that doesn't mean they're interchangeable.