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Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.
January 10 -
Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.
January 10Francis Financial -
Working longer and taking on a part-time job are two of the simple strategies for seniors to curb the impact of a market correction. But there are other tips to consider as well.
January 9 -
If your client's goal is to save more for retirement, there are some simple steps they can take to make that resolution stick.
January 4 -
When your clients say they want to invest like celebrity billionaires, point out that they already have one thing in common — some years are good, some are bad.
December 31 -
For example, taxpayers should not panic about the new cap on state and local tax deductions.
December 31 -
Clients intending to set up a bank account or mutual fund for their child must consider various provisions.
December 24 -
They are advised to take the mandatory distribution days before the deadline to ensure that they get their withdrawal processed in time.
December 21 -
One of the major provisions of proposed legislation would require 401(k) plans to offer annuities so participants could create new income streams.
December 19 -
The Trump tax cut may have changed the calculus for some couples filing joint returns.
December 18