September 16, 2019
Post-Divorce Tax Benefits After Alimony Deduction's DeathClients no longer have the luxury of relying upon the tax code to ease the burden of dividing income among two households.
September 13, 2019
Reconciling Rollover Advice With Reg BI and DOL Fiduciary StandardAdvisors who provide rollover advice must exercise caution to ensure compliance with both regimes.
September 11, 2019
2 Tax-Smart Charitable Giving Strategies for the New Tax EraThe increased standard deduction makes these techniques, which most taxpayers don't know about, more important than ever.
August 27, 2019
Demystifying RIA/IAR Legal RequirementsConfused about the different state and federal registration needs for RIAs and their advisor reps? Here's a guide.
August 16, 2019
Small Employers: Look Before Leaping Into New MEP 401(k) OptionThe MEPs' expanded rules may look advantageous but they still pose potential pitfalls that must be considered.
August 12, 2019
Supreme Court Hands HNW Clients New Trust Planning StrategyThe court has essentially opened the door to trust planning that could avoid state taxation altogether.
July 29, 2019
Now Is the Time to Do a 'Back-to-School' Tech CheckBeen away for summer and have to get back into gear? Here are ideas for when "class" resumes.
July 29, 2019
Supersize a Roth 401(k) With Backdoor ContributionsSome clients may be able to stretch the limits of a Roth's tax-free withdrawals by contributing to a backdoor Roth 401(k).
July 25, 2019
Exposing the Annuity Bonus TrapThe word "bonus" sounds like extra money, but that's the problem — it's not.
July 16, 2019
Boosting the Value of IRA Planning Strategies After the Tax Cut LawAdvisors must continue effectively communicating with clients to ensure that popular IRA planning strategies are executed properly.