Latest
-
How to Report QCDs on Your Tax Return: The Tax Letter
The Tax Letter Qualified charitable distributions, otherwise known as QCDs, can be tricky when it comes to tax reporting. We've got some pointers to help with filing.
The Tax Letter -
Two Keys to a Happy Retirement: Health and Wealth Plans
It’s nearly impossible to have a successful retirement without taking care of both your physical health and your financial health. Here are five tips to help.
-
IRA Rollover Rules: What You Need to Know
Tax Letter Three important IRA rollover rules to remember. As always, getting taxes wrong can be costly.
Tax Letter -
Biden's New Retirement Adviser Proposal Targets 'Junk Fees'
Retirement advisers would need to ensure that they prioritize investor interests under the new rule.
-
If You Work in Retirement, Can You Save in a Retirement Plan?
Yes! Well, probably. If you meet the requirements, there are multiple retirement plans you can choose from.
-
You've Just Inherited an IRA: What Do You Do Now?
The rules on inherited defined contribution plans (not just IRAs) seem like a moving target, but here’s what you need to know (as the rules stand now).
-
Remember: Retirement Accounts Are Not All Taxed the Same
How you handle your pre-tax and after-tax accounts can make a big difference in your income in retirement and the legacy you leave.
-
Is Your Financial Adviser Doing a Good Job for You?
If your meetings focus only on investment returns, that’s a problem. These 10 questions can help you determine if your financial adviser is being lazy.
-
Pros and Cons of Adding Alternative Investments to Diversify Your IRA
The potential for higher returns from alternative investments such as real estate and private equity comes with some risks. Are they right for you?
