Roth Update Recharacterizations and Reconversions

The last several years have seen a flurry of changes for retirement accounts. These include changes for employers, savers, retirees, and post-mortem beneficiaries. A near constant flow of regulation and guidance to implement changes from Congress provides both clarification and complication…

The American Taxpayer Relief Act (ATRA) added the first major changes to the U.S. Tax Code in over a decade. These new tax laws, already in effect, significantly impact the proper advice that CPA financial planners are giving their prospects and clients…

Sunset of the Tax Cuts and Jobs Act signifies a significant turning point for the income tax code. Planning for it several years in advance is critical. The rewards for thinking ahead are enormous, as are the consequences of failing to…

The SECURE Act substantially changed post-mortem RMD rules. This changes prudent lifetime planning and post-mortem calculations. Regulation and guidance published since provides both clarification and complication. Bob will provide a timely update regarding the current law and best practices…