Displaying 213 results
The Triple Crown tax benefits of 2021 Roth conversions
With potential tax changes on the horizon, here are the IRA moves to make now.
Weighing in on disputed language in IRS 10-year RMD rule
While the IRS has not corrected the publication that suggested annual required minimum distributions under the 10-year rule, no one believes this to be correct.
IRS: SECURE Act’s 10-year RMD rule is not what you thought
The IRS released its interpretation of the SECURE Act’s rules for post-death payouts on IRAs and surprised everyone — and not in a good way!
Quirks in required minimum distributions this year
Here’s one 2021 oddity: It's impossible for anyone to have a required beginning date in 2021!
What clients won’t see on this year’s 1099-R form
Be ready to help worried clients (and their accountants), who will be calling you about 'mistakes' on their 1099-Rs regarding distributions from their IRAs. What they'll be calling about won’t be what’s on their form, but rather what’s not on there.
January is the new December for charitable contributions
Qualified charitable contributions can help offset the tax bill from required minimum distributions — but only with the right timing
Bob Dylan’s tax planning could be tangled up in … green?
The Nobel Prize-winning musician may have sold his song collection, but 'Don’t Think Twice, It’s Alright,' because it’s a good year-end tax strategy
Last call for coronavirus-related distributions
CRDs are only available until year-end, so advisers should contact any clients who may still benefit from taking a distribution before the option expires
3 mistakes new IRA beneficiaries are making
Stretch IRA or 10-year rule? Advisers need to explain to clients which set of tax rules applies
What’s the deal with Trump’s taxes?
Everyone wants to pay less in taxes, and financial advisers can help clients do that, legally
RMD return relief is over
Here are the rules on IRA rollovers that apply now that the Aug. 31 deadline for using the IRS relief has passed
RMD relief is here — but only until Aug. 31
Act now to return unneeded required minimum distributions taken prior to the CARES Act
IRS provides expanded tax breaks for coronavirus-related distributions
The guidance allows more people to withdraw funds penalty-free from their retirement savings
4 unusual IRA issues related to deaths in 2020
New tax rules for this year may change the results that you expected
The ABCs of coronavirus-related distributions
Who qualifies to pull money penalty-free from IRAs and company retirement plans under the relief provided by the CARES Act
Retirement relief Congress should consider now
People with retirement accounts have seen losses through no fault of their own and they need a helping hand
Delay in 2019 tax filing date means deadline for 2019 IRA contributions also extended
Advisers need to watch for administrative errors on the part of financial institutions, though
No stretch IRA? No problem
5 reasons why the elimination of the stretch IRA is not the end of the world
What will replace the stretch IRA?
In the wake of the SECURE Act, most people who inherit IRAs will be subject to a 10-year rule
The stretch IRA is dead
Advisers’ top 5 questions on how the new SECURE Act rules will work
