Which Retirement Account Comes First, the 401(k) or the IRA?
By William H. Byrnes | Robert BloinkA client who is not intimately familiar with retirement account rules might be faced with a classic chicken vs. egg dilemma.
April 17, 2019
Is the Financial Transaction Tax Just a 'Crazy Democratic' Idea? Bloink & Byrnes Go Thumb to ThumbBloink and Byrnes share their opinions about the viability of the tax and the implications if this bill is passed.
April 16, 2019
The Probability of Success vs. the Consequence of FailureYou are offered $1,000 to cross a tightrope. You have a 99% chance of success. Do you try?
April 16, 2019
Tax Reform Ruined Roth IRA Conversions, but Hope ExistsThe recharacterization door has closed, but a huge window to do Roth conversions while minimizing taxes has opened.
April 12, 2019
Focus on 401(k)s: The NUA Tax Minimization StrategyClients who are nearing retirement should take stock of the assets held within their 401(k)s while it is still early in the year.
March 15, 2019
Do Not Trust Your Compliance Consultant's Legal AdviceA consultant's advice on a complex legal issue, like charging fees for advising a family member, should not be trusted.
March 14, 2019
IRS Relief for Tax Underpayment: Bloink & Byrnes Go Thumb to ThumbBecause of the huge tax law change, the IRS is providing penalty relief to taxpayers who underpaid during 2018--but is it too much?
March 05, 2019
Unexpected Ways to Reduce RMDs, Optimize Retirement Cash FlowThese tax-savvy tactics will help you look closely at how a client's assets and their tax treatments interact.