New Planning Opportunities with Non-Spouse Rollovers

Volume 2, Issue 11 Before 2007, a non-spouse beneficiary of a qualified plan was stuck taking distributions under the terms of the plan, which typically required full distribution within five or fewer years of the participant’s death. The Pension Protection Act...

Simplifying the Taxation of Trusts

Volume 2, Issue 10 The last issue of The Wealth Counselor examined trusts and the asset protection benefits provided to trust makers and their beneficiaries through the utilization of ongoing trusts. This issue of The Wealth Counselor addresses related and important...