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.
January 08, 2020
Secure Act Forcing Shift in IRA PlanningClients should be made aware of the changes so that they can modify both their savings and withdrawal strategies.
December 18, 2019
For Tax-Preferred Charitable Gifts, Use This Workaround by Year-EndThe QCD provides a valuable tax benefit for charitably minded clients hurt by the tax reform changes.
December 17, 2019
The Mega Backdoor Roth IRA and Other Ways to Maximize a 401(k)Many 401(k) plans allow after-tax contributions, creating financial planning opportunities that are often overlooked.
December 04, 2019
Skip the Cash Gift, Try a Kiddie Roth IRA for the HolidaysAn often overlooked tool for helping children or grandchildren begin their savings program is the Roth IRA.
November 26, 2019
Are Fixed Indexed Annuities Trending Again for 2020?With the demise of the old Labor fiduciary rule and other rules, fixed indexed annuities might be making a comeback.