As part of our December 2014 Newsletter, we are featuring a special “Best Of” issue.  Below, you will find a list of our Top 10 Articles on Tax and IRA Planning.  All of these articles were authored and written by Robert S. Keebler, CPA, PFS, MST, AEP (Distinguished), CGMA.

• Beneficiary Designation Problems with IRAs: More Than Just the RMD Rules! (with Kristen M. Lynch, J.D., AEP, CISP, CTFA)

• PLR Opens Door to Post-Death Exchanges of Non-Qualified Annuities Tax-Free! (with Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL)

• Frank Aragona Trust: What Now Constitutes Trustee “Material Participation”?

• Understanding Portability

• Tax and Economic Implications of the DOMA Decision

• IRS Resumes Attack on IDGT Sales: Planning Strategies to Avoid IRS Argument

• Form 8960-The Net Investment Income Tax

• Recent IRA Developments

• Naming IRA Beneficiaries

• 2014 Year-End Tax Planning

OTHER ARTICLES IN THIS ISSUE

• Our Top 10 Best Articles on Financial & Life Insurance Planning
• Our Best Articles on Marketing
• Our Top 10 Best Articles on Support Staff & Executive Assistant Tips
• Our Top 10 Best Articles on Tax & IRA Planning
• Our Top 10 Best Articles on Practice-Building
• Our Best Articles on Asset Protection & Advanced Estate Planning