
Unintended Tax Consequences Arise When the RMD Date Shifts
Join Us for Tried and True Lessons in Succession Planning
Join PLANADVISER’s next editorial webinar on May 11 at 2 p.m. EST; the discussion will feature Alicia Locheed Goodrow, a partner at Culhane Meadows whose practice covers succession and tax planning.

The Tax Distinction
The Top Earners Will Pay 11% in Taxes in Retirement
But taxes are negligible for the lowest four quintiles, according to the Center for Retirement Research at Boston College.
Advocacy Group Fighting Tax That Could Hit Retirement Plans
While an analysis by Modern Markets Initiative focuses specifically on public pension funds, the company notes that the tax will affect all defined benefit (DB) plans, individual retirement accounts (IRAs), defined contribution (DC) plans and individual investors.

Taxes Can Derail Retirement
LifeYield Partners with United Planners on Tax Efficiency Scores
Through a new strategic partnership boosting its direct-to-adviser footprint, LifeYield will make its proprietary Taxficient Score available to United Planners’ nearly 500 financial advisers.
Retirement Taxes Can Derail DC Plan Participants’ Progress
Tax Time Is Over, But It’s Still a Great Time to Talk Taxes
An analysis from the American Institute of CPAs shows how clients can use their recently filed tax returns to map out a more efficient budget and investing plan for 2018.
Advicent Reveals NaviPlan Updates Tied to Tax Cuts and Jobs Act
Advisers generally are not qualified to represent their clients before the IRS, and so they generally must shy away from offering tax advice; but that doesn’t mean they can afford to ignore the broad or specific implications of recent tax reforms for their clients.