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Post-tax-time IRA checkup
Ensure your clients' individual retirement accounts are set for 2018
4 warnings about using back-door Roth IRAs
The strategy allows high-income clients to make contributions to Roth IRAs despite income limits.
New tax law provides opportunity for tax-rate arbitrage on Roth IRAs
Some clients could profit from the spread between 2017 and 2018 tax rates.
Why aren’t clients using QCDs? Help them!
They're now more valuable than ever.
Avoid year-end RMD errors on retirement plans
Advisers should understand how rules on IRA rollovers and aggregation affect clients.
Prepare clients for an untimely end to Roth conversion do-overs
If the tax bill becomes law, the recharacterization repeal will be effective after 2017
Retirement planning challenges under tax reform
Losing big deductions, even in lieu of a larger standard deduction, may cause taxes to rise in retirement.
Retirement benefits for military families
Help spread the word to clients and friends who might benefit from one of these retirement provisions.
Planning Roth conversions during tax reform uncertainty
Financial advisers should use the summer to evaluate all 2016 and 2017 Roth conversions for clients.
4 ways to reduce RMD taxes
These strategies can help stave off the increase in taxes that required minimum distributions usually cause.
5 costly inherited IRA mistakes
Advisers should have their antennas up when an IRA owner dies and leaves the IRA to a non-spouse beneficiary.
Help clients use qualified charitable distributions to save on taxes
Advisers need to help RMD clients change the way they give.
Donald Trump vs. Bill Clinton: Same age, but different IRA rules
Just like their politics, even IRA required minimum distribution rules apply differently for each of them.
How to help millennials avoid big mistakes with their IRAs
Steer young investors away from these common moves that can have a significant negative impact in retirement.
Now is the time to review and correct 1099-R tax forms
Identify clients who had these types of retirement distributions and then check for these common errors.
Year-end required minimum distribution planning alert for first-timers
These pointers can help advisers reduce confusion for new required minimum distribution clients.
Still time to make IRA contributions for 2016
A 2016 IRA contribution can also be recharacterized in 2017, meaning changed from a traditional IRA to a Roth IRA, or vice versa.
Answers to advisers’ top questions on IRS’ late IRA rollover relief
Advisers can avoid all of these 60-day rollover issues by using only direct trustee to trustee transfers whenever possible.
IRS more lenient on 60-day rollover
Filing late used to be difficult and costly to correct, but new rule alleviates a lot of the pain.
Will the state take your client’s IRA? It can
Make sure clients are accessing their accounts or otherwise taking steps that would deem their accounts active.
