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.

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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.

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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.

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Washington Insights - Spring 2017

March 23, 2017 | Jon Vogler

The time may be near for comprehensive US tax reform.

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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.

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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.

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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).

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Washington Insights - Winter 2017

Jan. 9, 2017 | Jon Vogler

In this edition of Washington Insights, we explore five trends on the retirement front that may have implications for the year ahead.

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Legislative Update - Fall 2016

Oct. 10, 2016 | Jon Vogler

Several retirement-related bills were introduced in Congress during the third quarter; they are outlined in this edition of Legislative Update.

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Washington Insights - Fall 2016

Sept. 26, 2016 | Jon Vogler

On August 17, 2006, President George W. Bush signed into law the Pension Protection Act of 2006 (PPA), with the goal of ensuring greater retirement security for American workers.

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