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Advisor Retirement Planning Resources
Tools that the financial, tax and legal advisor may use to simplify the rules and regulations that apply to tax-deferred retirement savings accounts- IRAs, Roth IRAs, employer 401(k) plans.
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Tax Court Provides Solution for Untracked Tax-Free IRA Balances : Using the Cohan Rule
Denise Appleby explains how to avoid double taxation of otherwise untracked basis in IRAs, using the Cohan Rule. IRA owners can find themselves paying income
5 Key Facts That Clear up Any Confusion about the New 10-Year Rule for IRA Beneficiaries under the SECURE Act
One of the most significant changes made by the SECURE Act limits the distribution period to 10 years for designated beneficiaries. An example provided by
Annual Benefit Limit
Definition The annual benefit limit for defined benefit plans is the lesser of: A) 100% of the participant’s average compensation for his or her highest
IRS Announces IRA and Plan Limits for 2021
IRS Announces IRA and Plan Limits for 2021 The IRS issued Notice 2020-79 in which they provide retirement plan limits for 2021. Only some of the limits
IRS expands definition Qualified Individual, for Coronavirus-Related Distribution purposes.
The IRS issued Notice 2020-50, in which they expanded the definition of a Qualified Individual, for Coronavirus-Related Distribution purposes. A qualified individual is one who
One Per Year IRA-to-IRA Rollover Rule
An individual who takes a distribution from a retirement account may rollover eligible amounts to the same or another retirement account. As long as the
Appleby’s 2020 Employer Retirement Plan Comparison Table for Small Businesses
Updated for the SECURE Act Click here to download >> 2020 Employer Plan Comparison Table for Small Businesses (download here) This table provides a comparison
Could “Tontines” Expand the Market for Longevity Insurance?
Could “Tontines” Expand the Market for Longevity Insurance? byGal Wettstein IB#18-7 “The brief’s key findings are: Annuities offer one way for retirees to turn savings
Will Millennials Be Ready for Retirement?- Research Repor
The Center for Retirement Research at Boston College published research report titled : Will Millennials Be Ready for Retirement? Authored by : by Alicia H.
