If you are one of the many financial/tax professionals who have been seeking clarity about converting after-tax amounts to Roth IRAs tax-free, IRS Notice 2014-54, issued September 18, 2014, provides welcome answers.
While there was never any question that […]
Since 2007, the amount of assets in IRA accounts has exceeded the amount of assets in 401(k) plans. IRA accounts now hold $6.6 trillion of the $23 trillion in retirement assets in the U.S as […]
The following transcript of a recent live professional development webinar provides tremendously practical tips for advisors and their clients to help navigate traditional IRA distributions. This presentation was delivered in live webinar format in 2014. […]
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This article is part of the most recent issue of Retirement Insight and Trends, worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE.
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