| Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals |
| Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
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| A New World and New Opportunities for Alpha |
| Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
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| 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.
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