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It's estimated that the millions of clients have inherited distributions each year will be impacted by the IRS's proposed new rules (in February) for inherited IRAs that were…

Your clients likely have several retirement savings accounts including 401(k)s, 403(b)s, IRAs, fixed annuities, or certificates of deposit. Many have income from Social Security…

This session features annuity expert Scott Stolz answering your questions about annuities. You should join this session if you have questions on any kind of annuity (indexed,…

The In Marriage QDRO® incorporates the ability of spouses to contract under state domestic relations law with the enforcement mechanism of a Qualified Domestic Relations Order (…

Much has changed since penalty-free Roth conversions were inaugurated in 2010. Tax rates have gone up and down. The re-characterization provision went away. Heirs can no longer…