December 15, 2022
FTX Collapse Could Wake Up Washington on Crypto Regs: SEC's Peirce"I'm hoping these events can be a catalyst for us to get to work," the commissioner tells Ric Edelman.
December 14, 2022
Why Advisors Should Rethink the 'M' in RMDTaking more than "minimum" distributions, or starting earlier, could mean years of lower taxes for clients.
December 14, 2022
4 Ways Inflation Can Help Clients Cut Taxes in 2023The cost-of-living increases for tax brackets and other tax benefits are the largest in history. Take advantage now.
December 08, 2022
Should Your Clients 'Superfund' Their 529 Plans?Clients with 529 college savings plans can "bunch" contributions for up to five years. But should they?
December 08, 2022
Debate: Are Student Loan Interest Proposals Fair?Two professors discuss whether ending student loan interest capitalization in certain situations is a good idea.
November 23, 2022
Should the DOL Limit Annuity Sales Commissions?Our two Tax Facts authors debate whether proposed regulations limiting commissions are in the best interest of clients.
November 19, 2022
6 Lessons for Clients With Loved Ones in the HospitalThe home is not the only place where caregivers provide care.
November 17, 2022
How to Calculate 2023 RMDs for IRA HeirsMost experts assume that no RMDs from inherited IRAs will actually be required for 2021 and 2022.
November 17, 2022
Debate: Can Sen. Manchin Save Broken Social Security, Medicare Systems?Two professors share their viewpoints on whether the senator's support of GOP strategies would be a step in the right direction.
November 11, 2022
Important Deadline Approaching for Clients Who Tapped 401(k)s During PandemicEnsure these clients are reaping the tax benefits afforded to them under the CARES Act.