Spoiler spoiler: Financial advisers must ensure that clients' IRA accounts will be shielded from bankruptcy court dunners.
Custodian's error almost ruined client's retirement and still cost her $10,000 in IRS fees.
With tax issue settled, it's time for financial advisers to help clients re-evaluate their plans
In September, the SEC issued an investor alert warning investors to be wary of fraudulent promoters targeting self-directed IRAs
In a recent private-letter ruling (PLR 201116005), the Internal Revenue Service allowed a disabled beneficiary to transfer his share of two inherited individual retirement accounts to a special-needs trust of which he was the beneficiary
Recent market volatility exposed a basic misunderstanding by financial advisers and even certified public accountants of the mechanics of undoing Roth conversions, a process called a Roth re-characterization
