Lea Koiv , CPA, CMA, CA, CFP, TEP, is a tax, pension and retirement expert who has held senior roles at a national insurer and international accounting firms. Reach her at email@example.com.
The additional guidance reduces the risk of purchasing a non-compliant annuity
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Clients must answer this question if they’re still working at age 60
Explaining a poorly understood mechanism
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Most tax filers don't take advantage of the rules. Make sure your client isn't one of them