TITLE

Advisors Faced Many Changes In 2001

AUTHOR(S)
Higgins, Barry
PUB. DATE
November 2001
SOURCE
National Underwriter / Life & Health Financial Services;11/26/2001, Vol. 105 Issue 48, p8
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
Focuses on the changes faced by investment advisors and clients in the United States in 2001. Estate tax reform and modified capital gains treatment under the Economic Growth and Tax Relief Reconciliation Act of 2001; Changes made to the minimum distribution rules for individual retirement accounts and qualified plans; Adoption of an Internal Revenue Service rule which provides interim guidance for split plans.
ACCESSION #
5585498

 

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