William H. Byrnes

What You Need To Know An ERISA-compliant QDRO allows an ex-spouse's portion of a retirement account to be transferred to a separate account within the plan.

The Committee for a Responsible Federal Budget recently proposed a change that would limit annual Social Security benefits to $100,000 per couple or $50,000 per single taxpayer.

What You Need To Know Courts generally decline to respect the trust structure when the individual behind it retains complete control over the assets.

What You Need To Know A divided government after the midterms could mean prime conditions for another big retirement bill.

Proposed DOL Rule Clarifies Joint Employment Standards for FLSA, FMLA Purposes

What You Need To Know The Options Act would codify a pre-existing Internal Revenue Service private letter ruling.

IRS Proposes New Form to Track Basis in Trump Accounts

What You Need To Know Taxpayers who are at least 70.5 years old can transfer up to $111,000 (in 2026) from their IRA to a qualifying charity.

What You Need To Know Lower asset values mean clients can, essentially, move more investment shares into the Roth at the same tax cost.

Investors have been struggling with market volatility for months—and for many, the uncertain market conditions have also been unsettling. When the market turns south, clients inevitably start calling for advice about tax-smart moves that can help them make the most of the market downturn. In the wak...