How Exec Ended Up With $196 Million in an IRA: Retirement Scan
Company founder filled account with stock that wasn't publicly traded and used low values to stay technically under the contribution limit; plus, jumbo-loan challenges for retirees and how to avoid the Medicare surcharge.
More in IRAs/401K
Madison and Omaha are among the top retirement havens; plus the factors retirees should consider in deciding where to retire and what pre-retirees need to do now. more »
Tax benefits of homeownership are overstated, study finds; plus proposed changes that put Roth IRA advantages at risk and five takeaways on retirement from the midterm elections. more »
How clients and other taxpayers can act to reduce their income taxes, sell stocks for tax-loss harvesting, and recoup overpaid net investment income taxes. more »
With a wider gap in tax rates, moving reported income among family members could have a big payoff. Advisors should consider a few if these strategies. more »
Clients report Social Security's employees being uninformed of the agency's rules, or worse, providing wrong information; Plus, the downside of target-date funds more »
Rising tax rates are one reason to rethink IRA accounts; plus Detroit's emergence from bankruptcy and a Social Security tip for people who remarry after 60. more »
The IRS has issued guidance clarifying the impact that a 2014 rollover of an individual retirement arrangement has on the one-per-year limit imposed by the Tax Code on tax-free rollovers between IRAs. more »
The topic of retirement income should be non-partisan so Congress could score points with voters and help workers; Plus, if you're near retirement, the recent recovery is working against you. more »
At the heart of increasing employee resentment, and more than a dozen lawsuits against 401(k) plans, are a raft of obscure fees and services; Plus, your clients will see real advantages in using robo advisors. more »
Policyholders may be able to reduce benefits and still get good coverage; Plus, using direct deposit for income checks can help retirees avoid becoming victims of fraud. more »
Clients who retire early should consider withdrawing from their 401(k) with an eye toward delaying Social Security; Plus, a new way that 401(k) participants are able to convert their savings into steady retirement income. more »
Tax law changes mean advisors need to consider all the potential outcomes when advising clients on donating required minimum distributions to charity. more »
Behavioral economist Shlomo Benartzi has launched an app to help investors set better retirement goals and improve financial planning around those goals. more »
35 Great Schools for Financial Planning
The November Issue is now online!


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