Updated Friday, December 19, 2014 as of 9:19 PM ET
Moving Business Shares Out of an IRA: Retirement Scan
A couple who bought a business using money from their self-directed IRA faced a big tax bill as the value of the business increased; Plus, how to transition your clients before you retire.
More in Small Business
The IRS issued the 2015 optional standard mileage rates that are used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. more »
Small businesses can turbocharge their retirement plans; The gift of a retirement account is a lifetime asset; Why Americans keep treating their 401(k) plans like a piggy bank more »
While one prominent advisor calls the board's demand 'woefully overreaching,' a securities lawyer calls it a 'good, aggressive' tactic. more »
The $400,000 Social Security question; Generating income in low-yield world; When conventional wisdom is good enough more »
Despite declining numbers, defined-benefit plans are in vogue with small business owners and the advisors who serve them. more »
Dos and Don’ts with 401(k) Plans; Building Retirement Savings; Income Strategies more »
Once obscure, business development corporations, small business investment funds, are attracting attention. more »
The House Committee on Small Business held a hearing to discuss the biggest tax problems for small businesses. more »
Beset by a graying workforce, an aging clientele and a shortage of young talent, the wealth management industry is at long last changing course. more »
Community banks are revamping branches and offering new services in an effort to become trusted advisors to small businesses. Such a transformation is often easier said than done. more »
Having a long-term horizon for the sale of a business puts the owner in a better position to optimize tax strategies. It's also an opportunity for advisors angling for the investment business a sale will produce. more »
The IRS has released a set of proposed regulations to prevent abuses of the partnership basis adjustment rules, disallow partnership loss transfers and avoid some of the abuses uncovered by the Enron scandal. more »
As more community banks look at working with alternative lenders, they must be mindful of the regulatory and reputational risk that can occur if they make a bad referral. more »
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