Many financial analysts, investment management and accounting professionals have some explaining to do.

FORBES: The Shape of Things to Come (December 1, 2001)

The rules can be tricky (especially the exceptions) so keep good records and rely on your financial and tax professionals to help you answer specific tax and investment questions.

FORBES: Taxes From A To Z (2013): O Is For Ordering Rules

Excerpted from a recent issue of Registered Rep Magazine, which serves retail investment professionals including brokers, financial advisers and financial planners.

FORBES: Can Your Finances Survive Long-Term Care?