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Coping: IRA Withdrawal Rules

The rules about when you must take out money from your individual retirement account and other such vehicles are vexing. Mess this up, and you owe a penalty. Here’s what anyone nearing age 70 must know. If you are Source
Posted On 24 Nov 2015

Ensuring Success When Switching to a Flat Retainer Fee Model

Like a hot stock or predictions on the next rate hike, interest in alternative compensation models is rampant. Smart clients are asking more about fees, and pending fiduciary requirements will surely improve fee transparency. At the same time, investment management is becoming...
Posted On 24 Nov 2015

10 Rules Smart Investors Follow During the Holiday Season

By Michael McDonald As the holidays approach, it is important for investors to remember that while stock markets are liquid and efficient most of the time, there are still times when patterns, trends and unexplained phenomena affect equities. With that in mind, investors should...
Posted On 24 Nov 2015

Surprising Things That Are Taxable

If you work for a living, you know that your wages are taxable, and you’re probably aware that some investment income is taxed, too. But the IRS doesn’t stop there. If you’ve picked up some extra Source
Posted On 24 Nov 2015

Harvesting Tax Losses: When Losing Helps Clients Win

“You can’t win for losing.” Growing up, I remember a friend’s mother who seemed to be the living embodiment of Murphy’s Law, using that expression to remark on her flat tires, lost jobs and failed relationships. To paraphrase the Ray Charles song, if it wasn’t...
Posted On 14 Nov 2015

Strategies to Help Clients Around the Wash Sale Rule

This is the time of year when advisors  focus on tax-loss harvesting for clients. Of course, many clients may wish to sell an asset to realize losses, then turn around and repurchase the same fund or security. But the government’s wash sale rule gets in the way of that strategy....
Posted On 12 Nov 2015

7 Smart Year-End Tax Moves for 2015

This year hasn’t been kind to investors. Falling oil prices , the slowdown in China and uncertainty about the U.S. economy have pummeled portfolios and fanned speculation about a bear market. That could put a real damper on your Source
Posted On 07 Nov 2015

What You Should Know About Federal Tax Liens

When you don’t pay your federal taxes , the government will eventually file a tax lien against you. A tax lien is the first step the IRS takes to begin the forcible collection of tax debt. It secures the government’s right to your personal property. Here’s a closer look at how...
Posted On 07 Nov 2015

Why Advisors Will Likely Clamor Soon for Cheaper Annuities

If the Department of Labor’s Fiduciary proposal goes into effect, advisors may find themselves taking a closer look at low-cost annuities. The push by regulators for greater advisor accountability and more prudent investment recommendations will be a boon for products that offer...
Posted On 07 Nov 2015

Avoid Haunting Your Heirs With Unnecessary Taxes

Naming beneficiaries for IRA and 401(k) accounts is critical: It keeps these assets from becoming part of your estate and potentially raising your heirs’ tax exposure. But if you don’t plan carefully beyond this move, your heirs could still be haunted by Uncle Sam in the form of...
Posted On 30 Oct 2015