I’m willing to bet that many advisers have clients who opened new IRA accounts over the last several years. These accounts are likely worth significantly less today than the total amount of original contributions due to the unprecedented market declines experienced over the last two months.
Is there any way to obtain at least some tax benefit from losses in IRA accounts?
Initially, one might think that there’s nothing that can be done to realize any tax benefits due to the losses in IRA accounts. But in fact, IRA account losses can be recognized and lead to tax benefits for the right kind of clients.
Boy, if there’s one thing I hate about the arrival of the end of the year, it’s the last-minute tax-related agendas Congress mulls around. 
On my radar this week is a Schwab Institutional Webcast on the recent enhancements to their Portfolio Rebalancer utility. After viewing an excellent demo of 
Finally, after many years of preparation, studying, and experience, I can now call myself a CERTIFIED FINANCIAL PLANNER™ certificant!
In case you missed it (like I did), the 
Here’s a quick note that will make RIAs happy in light of volatile markets.
