January 25, 2024
Debate: Does the Approval of Spot Bitcoin ETFs Help the Average Investor?Our experts debate whether the new funds increase or decrease the risks around bitcoin investing.
January 24, 2024
A Thank-You Note to Gary Gensler? You Bet.I'm sure the SEC chairman and I aren't done arguing, but the spot bitcoin ETFs' approval deserves applause.
January 24, 2024
529-to-Roth Rollovers: What We Still Don't KnowClients and advisors would be wise to tread carefully until the IRS provides more clarity.
January 23, 2024
Debate: Would This HSA Expansion Bill Help Taxpayers?Legislation would increase contribution limits while also allowing employers to fund individual accounts in lieu of offering coverage.
January 22, 2024
Medicare's IRMAA: Avoiding Post-Retirement Sticker ShockFor some retiring clients, avoiding the surcharge could be as simple as filling out a form.
January 22, 2024
6 Reasons Clients Fire AdvisorsA number of steps can help cement relationships and reduce attrition as financial situations evolve.
January 18, 2024
Advisors, Medicare and the Election: Reading Between the HeadlinesBiden's efforts to control drug costs have gotten positive press, but the reality is more nuanced.
January 16, 2024
Ken Fisher Can't Have It AllFisher famously hates annuities, but there are times when they are clearly in clients' best interest.
January 16, 2024
How to Talk to Clients Under 55 About Social SecurityEmpowering these clients to run their own scenarios can help ease their fears around the program's future.
January 11, 2024
Avoid This Mistake When Funding a Backdoor RothRunning afoul of the pro rata rule can negate much of the tax benefit.