Legislative Update - Spring 2018
April 19, 2018 | Jon Vogler
A number of the retirement-related bills recently introduced in Congress are wide-ranging in scope and include several different provisions to enhance retirement savings.
Taking distributions from Roth IRAs
March 27, 2018 | Thomas Rowley
Before you take a Roth IRA distribution, it's important to understand the rules to avoid penalties. The major consideration is order of distribution.
Eight ways money can make its way into a Roth IRA
March 27, 2018 | Thomas Rowley
A Roth IRA offers benefits and a wide choice of investment options. Let's take a look at eight ways you could potentially fund a Roth.
Legislative Update: Winter 2018
Jan. 25, 2018 | Jon Vogler
2017 was not a particularly active year for retirement-related legislative initiatives — but a flurry of bills introduced late in the year holds out promise that the 115th Congress will offer up more retirement legislation for President Donald Trump’s signature in 2018.
Washington Insights - Winter 2018
Jan. 4, 2018 | Jon Vogler
In this edition of Washington Insights, we explore several retirement-related developments tied to the tax reform bill.
Washington Insights - Fall 2017
Sept. 26, 2017 | Jon Vogler
In our Spring 2017 edition of Washington Insights, we touched on tax reform as it relates to retirement. With the date of anticipated congressional action on tax reform drawing near and concern mounting over the future of existing retirement savings incentives, we revisit this important topic.
Legislative Update - Summer 2017
July 19, 2017 | Jon Vogler
Several bills that were introduced in the last session of Congress have reappeared in the current 115th Congress.
Washington Insights - Summer 2017
June 29, 2017 | Jon Vogler
While the Department of Labor’s (DOL) fiduciary rule (aka the "conflict of interest" rule) went into partial effect on June 9, there is some uncertainty as to how much of the rest of the rule will survive.
Estate planning? Stretch IRA is still an option - for now
May 15, 2017 | Thomas Rowley
Congress has considered for some time limiting the benefits of inherited IRAs — particularly the strategy called "stretching" the IRA.
