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.
Qualified charitable contributions can help offset the tax bill from required minimum distributions — but only with the right timing
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
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
Stretch IRA or 10-year rule? Advisers need to explain to clients which set of tax rules applies
Everyone wants to pay less in taxes, and financial advisers can help clients do that, legally
Here are the rules on IRA rollovers that apply now that the Aug. 31 deadline for using the IRS relief has passed
Act now to return unneeded required minimum distributions taken prior to the CARES Act
The guidance allows more people to withdraw funds penalty-free from their retirement savings
New tax rules for this year may change the results that you expected
