Client Service

Inheritance Pathways Exist to Replace Stretch IRAs

The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available.

Rollover Mechanics and the Most Common Mistakes

Besides failing to invest the money within the IRS’s 60-day window—the most common mistake according to the experts—another frequent error impacts those who cash out of their workplace retirement plan.

Time to Humbly Brag

I am pleased to roll out a new PLANADVISER initiative that I think is long overdue: Advisers Giving Back.

The Retirement Crisis Is a Coverage Crisis

For those workers who are offered a retirement savings plan at work, the U.S. retirement system functions pretty well; solutions are needed, however, to extend coverage to millions more Americans.