Countdown to the Oct. 15 deadline for recharacterizing 2017 Roth conversions.
A new phenomenon may signal a trend in which IRAs play a bigger role in divorce settlements.
Retirement savers have also seen the purchasing power of their savings reduced by inflation.
A new phenomenon may signal a trend in which IRAs play a bigger role in divorce settlements.
A change in the tax law could now help both parties.
Ensure your clients' individual retirement accounts are set for 2018
The strategy allows high-income clients to make contributions to Roth IRAs despite income limits.
Some clients could profit from the spread between 2017 and 2018 tax rates.
They're now more valuable than ever.
Advisers should understand how rules on IRA rollovers and aggregation affect clients.
