IRA Rollover Opportunities for Financial Advisors
While the 401(k) plan may play a lead role in retirement savings collection, IRAs top the market for job seekers and retirees by providing more options for investment, consolidation, and...
Legislative Update: SECURE Passage Slipping Away?
Both sides of the legislative aisle have expressed their support for enhancing American workers’ opportunities to save for retirement. But actually passing legislation to accomplish that goal has proven to...
No Double Dipping – New Laws for Deducting Charitable Contributions
Double dipping is uncouth when it comes to sharing food. But when it comes to tax laws, it’s typically prohibited – at least most of the time. For example, if...
Stretching IRA Beneficiary Payments
When inheritance comes in the form of an IRA, beneficiaries have a unique option available to them that not only spreads out the tax liability of their inheritance but allows...
Estate Planning With IRAs
Careful estate planning can help individuals ensure that their financial matters are handled as they wish after they die. Although having an estate plan typically takes on more importance as...
401(k) Distribution Options When You Change Jobs
If you’ve been lucky enough to participate in a retirement plan at work, you’re already off to a great start saving for your retirement. When you decide to change jobs,...
