Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
Don't let pro rata rules trip up your retirement plan: Clients who gain a working knowledge of "pro rata" rules and the various ways in which they affect taxpayers can avoid expensive mistakes and boost returns, according to Morningstar. The term "pro rata" is Latin for "in proportion," and this approach may help clients considering IRA conversions or mulling their distribution options from their retirement plans. – Morningstar
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