• Internal Revenue Service rules that termination of marital trust won’t implicate Internal Revenue Code Section 2519 because initial qualified terminable interest property (QTIP) election was void, but release of power of appointment...
Yolo. | Copyright Ethan Miller, Getty Images
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Control the things you can control. We’ve all heard the mantra when it comes to personal financial planning, and it usually refers to the accumulation side of a retirement plan—factors such as investment cost, contribution amounts and...
With individual retirement account assets exceeding $7 trillion, advisors need to be familiar with prohibited transaction rules.
Court’s narrow reading of unlawful disclosure statute bars recovery by an estate
New regs affect whether indebtedness income is cancelled
Lots of wealth here. | FotoMak/iStock/Thinkstock
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Retirement Woes Won’t Go Away
