Advisers should understand how rules on IRA rollovers and aggregation affect clients.
If the tax bill becomes law, the recharacterization repeal will be effective after 2017
Losing big deductions, even in lieu of a larger standard deduction, may cause taxes to rise in retirement.
Financial advisers should use the summer to evaluate all 2016 and 2017 Roth conversions for clients.
These strategies can help stave off the increase in taxes that required minimum distributions usually cause.
Advisers should have their antennas up when an IRA owner dies and leaves the IRA to a non-spouse beneficiary.
Advisers need to help RMD clients change the way they give.
Steer young investors away from these common moves that can have a significant negative impact in retirement.
Identify clients who had these types of retirement distributions and then check for these common errors.
These pointers can help advisers reduce confusion for new required minimum distribution clients.
