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Phoenix Creates New Web Site To Assist Advisers With Tax Laws


The Phoenix Cos. has created a new Web site to help financial planners make sense of the bevy of tax laws applying to qualified plans and IRAs. The site covers tax credits due to employers who provide retirement plans and new limits, including catch-up limits for employees.

One section covers required minimum distribution rules for IRA money both before and after the owner's death. Phoenix also provides links to other Internet-based resources for additional information on tax law legislation and interpretation.

"Advisers really want and need to understand this new tax law. So Phoenix made it a priority to design a site that offers a quick, non-complex explanation about how the legislation will affect advisers' practices and their clients," said Richard Martin, VP of advanced markets at Phoenix, in a statement.