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.
Partial Roth IRA conversions can be a sensible alternative
May 15, 2017 | Thomas Rowley
Lately, the attention paid to Roth IRA conversions has many investors asking themselves — and their advisors — if they should convert their Traditional IRAs. However, it may be wiser to consider how much to convert. People often think of a Roth IRA conversion as an all-or-nothing endeavor. In reality, you have the option to make a partial conversion instead of a full one, which can be a practical approach to limiting your conversion tax liability.
Legislative Update - Spring 2017
April 11, 2017 | Jon Vogler
A large percentage of the retirement-related bills that have been introduced in this first calendar quarter of the new 115th Congress have to do with Social Security.
Washington Insights - Spring 2017
March 23, 2017 | Jon Vogler
The time may be near for comprehensive US tax reform.
Eight ways money can make its way into a Roth IRA
March 7, 2017 | 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.
Taking distributions from Roth IRAs
March 7, 2017 | 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.
Legislative Update: Winter 2017
Jan. 24, 2017 | Jon Vogler
A new Congress typically offers hope that constructive retirement-related bills will be submitted (or resubmitted).
