Insights: Miscellaneous

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How to Report Rollovers on Your Tax Return

Did you move any retirement savings last year to a new account or provider? Whether you moved money from your former employer’s retirement plan to your new employer’s retirement plan...

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Jump-Start a Roth IRA with a 529 Rollover

Among the many SECURE 2.0 Act provisions, there are some that affect relatively few individuals but that provide considerable benefit to those who qualify. One such provision allows certain distributions...

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Tax-Smart IRA Strategies for 2024

The upcoming new year brings with it an opportunity to discuss more than just last year’s investment performance with your financial planning clients. Taxes are a critical element of retirement...

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Your 2024 IRA Calendar

A self-directed IRA (SDIRA) has the potential to greatly benefit your retirement goals – but being proactive is key to easy management.  With the new year approaching, there’s no time...

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Mitigating Taxes With a Qualified Charitable Distribution

We don’t normally think of giving money away as the best way to save money. But those who have reached the age when required minimum distributions (RMDs) must be taken...

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A Review of the DOL Fiduciary Rule Rewrite

After years of wrestling with the best way to balance the needs of retirement plan savers with the investment industry’s compensation models, the Department of Labor has taken another crack...

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