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Is a Rollover from a Traditional 401(k) to Roth IRA Possible?

In a past post, we talked about what do with an orphaned 401(k). With job changes more frequent now compared to 50 years ago, determining what to do with 401(k) funds is a fact of life for the modern worker. However, even though the possibility has existed for over 20 years, many employer plans still […]

Bitcoin and Ether Not Considered Securities

Many investors have questions about cryptocurrencies. And rightfully so, as this investment class is still in its infancy. However, one major question about two digital assets was answered recently by the Securities and Exchange Commission (SEC). Is Bitcoin a security? What about Ether? The answer to both is “No.” Why doesn’t the SEC view Bitcoin […]

Roth IRAs: 2 Funding Options for High-Income Earners

Contributions to Roth IRAs are made on an after-tax basis. This enables the accounts to provide tax-free earnings and tax-free qualified distributions. However, it’s well-known that income limits are a key difference between Traditional IRA and Roth IRA contribution rules. Income determines one’s eligibility for a full or partial Roth IRA contribution, as outlined in […]

Do You Have Clients Interested in Cryptocurrency?

Cryptocurrency like Bitcoin, Ripple and Ethereum has continued to draw the attention of both retirement investors and institutional clients. Are your clients asking about this new investment class? If so, do you know where to turn for digital asset custody? If you have clients interested in cryptocurrency and digital assets, look to Kingdom Trust to […]

Differences between the Advice Rule and the Fiduciary Rule

We recently outlined six things to know about the proposed Advice Rule from the Securities & Exchange Commission (SEC). Today, let’s go a little further and contrast this proposed rule with the Department of Labor (DOL) Fiduciary Rule. Please note that this comparison is very general. With the Advice Rule in its infancy, any differences […]

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