Posts tagged ‘Roth IRA’

How the new tax law affects Roth IRAs



Any time there’s major tax reform, there are major questions on how it will affect certain strategies—and individuals. One strategy impacted by the most recent tax reform was the ability to do a Roth IRA “recharacterization.” Most of the confusion lies with the terminology being used when…

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Retirement plan benchmarking: are your clients making the grade?



How does your (and/or your clients’) retirement plan stack up against the competition? Are you benchmarking the program on a regular basis to see how it compares to peers? This is a valuable service that financial professionals can provide to clients. Not only does it help them identify strengths…

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