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  • Not Too Late to Make Changes to 2016 IRA Contributions-Part I

    Although calendar year 2016 is over, some employees may be eligible to reduce their 2016 federal tax liability by contributing to a traditional IRA. Some employees may want to save on future taxes by contributing to a Roth IRA. In the first of two columns discussing 2016 IRA contributions, this week’s column discusses recharacterizations of IRA contributions. View More

  • Informed Investor: Dec. 31 is MRD deadline for inherited IRA asset owners - Part II

    This is the second of two columns discussing the minimum required distribution (MRD) rules for beneficiaries of traditional and Roth IRAs. The first column discussed the rules for non-spousal beneficiaries such as children. This column discusses the MRD rules for multiple beneficiaries and spousal beneficiaries of inherited IRAs. View More


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