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7 Ways To Make the Most of Your  Year-End Charitable Donations

7 Ways To Make the Most of Your Year-End Charitable Donations

Your primary motivation for making a charitable donation is your generous spirit, but it is also important to know that your charitable giving may create tax benefits that make philanthropy even more appealing. Of course, there are tax rules and procedures to be...
Budget Act of 2015 Kills Popular Social Security Planning Strategy

Budget Act of 2015 Kills Popular Social Security Planning Strategy

President Obama has recently signed the Bipartisan Budget Act of 2015 that addressed a potential impending default on U.S. debt. The legislation surprised many financial advisors because it also included a series of provisions that will have a dramatic impact on a...

¿Hablas 404c?

There’s no shortage of pitfalls for qualified plan fiduciaries when it comes to ERISA compliance, but some regulations are more precarious than others. 404(c) is one of those perilous areas of ERISA because it has been around for so long that some people take it for...