It may be necessary to re-evaluate current plans

Don’t let hackers and identity thieves access your personal information

More and more retirement plan sponsors are making simpler for investors to participate, with many more adding automatic enrollment features and automatic contribution increases, according to Merrill Lynch’s recent 401(k) Wellness Report Card...

Get all the benefits available for clients who have hit the big 6-0.

A recent Ninth Circuit decision determines that post-death events are relevant

Every year, the Internal Revenue Service updates the list of topics on which it will: (1) not issue rulings, (2) ordinarily not issue rulings, and (3) not issue rulings because the issue is under extensive study. Rev. Proc. 2014-3, 2014-1 IRB 111 ...

Raising revenue from high income taxpayers

Anyone who’s attended an estate-planning conference or read print or online media recently can’t escape the trend: Charitable planning is a hot-button issue. The specific topic may be the convenience of a donor-advised fund, the...

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