HSA Planning After 55: What Your Clients Might Not Know
By William H. Byrnes | Robert BloinkWhile most employees are familiar with the account's tax benefits, issues specific to older workers are often ignored.
March 18, 2024
Will RIAs Start Using Fixed Rate Annuities in Portfolios?The products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.
March 13, 2024
4 Things Advisors Must Know About Beneficiary DesignationsAdvisors who think a will controls the disposition of all assets at death are making a big mistake.
March 07, 2024
Debate: Should Partially Vested Workers Be Able to Take Matching Contributions as Roth?Thanks to Secure 2.0 changes, employers and employees have new options in adding to retirement savings plans.
March 06, 2024
Secure Act 2.0 Smooths Path for Small-Business Retirement Plan Do-OversThe law makes it easier to switch from SIMPLE IRAs to a safe harbor 401(k).
March 04, 2024
What Many Advisors Overlook in Boosting Clients' Financial SecurityThe psychology of money is becoming core to the planning profession. Here's where to start.
February 21, 2024
New Ownership Reporting Rules Probably Apply to Your Small-Business ClientsOwners of existing businesses, including LLCs, must disclose ownership to FinCEN by Jan. 1.
February 21, 2024
Advisors Face Enhanced Reporting of Say-on-Pay VotesCertain investment managers are subject to filing an annual form disclosing proxy votes related to executive compensation.