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IRA inheritance a challenge for advisors

FSI NewsBrief | Feb 21, 2017

A case in US Tax Court highlights a need for advisors to offer appropriate advice to clients who wish to bequeath an individual retirement account to a loved one. Poor advice and incorrectly filed paperwork saddled one beneficiary with an unexpected and unwelcome tax demand. Financial-Planning.com (02/17)


Labor's fiduciary rule upheld by federal judge in Kan.

FSI NewsBrief | Feb 20, 2017

SEC notifies robo-advisors of compliance requirements

FSI NewsBrief | Feb 24, 2017

Retirement account might emerge from health care debate

FSI NewsBrief | Feb 22, 2017

Why succession planning is important

FSI NewsBrief | Feb 21, 2017

How to help clients feel in control of retirement plans

FSI NewsBrief | Feb 23, 2017

Which states offer tax breaks on retirement plan income?

FSI NewsBrief | Feb 23, 2017

Commentary: Advisors need full understanding of buffer annuities

FSI NewsBrief | Feb 24, 2017

Expert: Annuities boost odds of retirement income lasting a lifetime

FSI NewsBrief | Feb 21, 2017

One simple strategy to draw affluent clients

FSI NewsBrief | Feb 22, 2017


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