Financial Planning

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Tax penalties

Inheriting IRA trouble

When a tax-deferred account is part of an estate, failure to follow the tax rules correctly can result in a financial disaster.

IRAs Ed Slott February 17

IRAs Ed Slott February 17
New IRA rollover rules: Help clients take advantage

Now harsh penalties and taxes on late 60-day rollovers from company plans and IRAs can be avoided, but beware: There are some rollover mistakes that still cannot be fixed.

Tax planning Ed Slott September 22

Tax planning Ed Slott September 22
Kitces: Tax-efficient retirement draw-down strategies

Knowing how and when to withdraw can save clients big in their golden years.

Retirement readiness Michael Kitces August 9

Retirement readiness Michael Kitces August 9