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Planning for post-mortem distributions after the proposed regulations implementing the SECURE Act. After much delay and anticipation, Treasury has finally promulgated the…

Advisors who are aware of Section 1031 exchanges sometimes think there’s not much utility for them in learning the topic because the exchanges do not present opportunities for…

Mass affluent clients with the bulk of their financial wealth in tax-deferred accounts will have to take substantial RMDs. Some may dread the prospect of having to expose this…

Roth IRAs have many tax advantages such as no required minimum distributions and, if qualified, the distributions are tax free which also includes distributions to beneficiaries…

Last year saw a record number of large taxable capital gain distributions from mutual funds. These distributions were an eye-opener for many this last tax season. In years where…