November 09, 2022
Have Your Clients Evaluated Their 2022 Roth Conversion Strategy?The IRS also has reminders for taxpayers with side jobs and businesses seeking to claim employee retention credits.
November 03, 2022
Social Security COLA Could Have Surprising Tax EffectsSocial Security taxation doesn't change with inflation, but tax brackets do. This can produce unusual results.
November 01, 2022
Social Security COLA: What Clients Don't Know Could Lead to a Claiming MistakeI've gotten calls from advisors whose clients want to claim benefits early to avoid missing out. Here's what I tell them.
October 25, 2022
Debate: Are New Retirement Catch-Up Contribution Changes Too Complicated?Americans need more encouragement to save for retirement, but are we overcomplicating things?
October 19, 2022
How Agents Become Indispensable to ClientsWhen the client has a question about money, you should be the answer.
October 14, 2022
Debate: Time to Tighten Tax Rules for Donor-Advised Funds?A proposed regulation would prevent donors to certain fund types from receiving a tax deduction until funds are actually distributed.
October 10, 2022
How the Inflation Reduction Act's Stock Buyback Tax Could Rattle PortfoliosSome critics worry that discouraging stock buybacks could exacerbate the pains many are feeling amid shaky markets.
October 07, 2022
Debate: Should HSA-Compatible Plans Cover Telehealth Before the Deductible?Does exempting telehealth services from health plan deductibles help Americans stay healthy, or undermine the HSA system?
October 03, 2022
Debate: Should New Parents Be Allowed to Tap Social Security?The plan would expand paid parental leave but could lead to a "retirement income crisis" down the road.
October 03, 2022
Life and Annuity Talking Points for the FallThe leaves are changing. So are some clients' and prospects' coverage needs.