September 30, 2022
About That 5-Year Gender Longevity Gap …The gender life expectancy gap may be five years at birth, but it's a different story at 65.
September 30, 2022
Don't Let a Simple Mistake Foil Your Client's QCD PlansFailure to follow the rules can result in loss of the tax benefits associated with qualified charitable distributions.
September 29, 2022
Irrevocable Life Insurance Trusts in Estate Planning: Common PitfallsAn ILIT wants to help you keep clients out of the traps.
September 22, 2022
Debate: Is Defaulting 401(k) Participants Into Annuities in Their Best Interest?Two professors discuss this option that was made more available under the Secure Act.
September 16, 2022
Debate: Should the EARN Act Let Savers Tap 401(k)s to Pay for LTCI?Two professors discuss the merit of a provision allowing penalty-free withdrawals to cover long-term care insurance.
September 15, 2022
How to Qualify for Biden's Student Loan Debt ForgivenessAdvisors can play a valuable role in making the process as smooth as possible for their clients.
September 08, 2022
Debate: Should Tax Deferrals From Opportunity Zone Investments Be Extended?Two professors discuss delaying the taxation of these capital gains through 2028.
September 07, 2022
Bestselling Financial Advice Books vs. Professors: Answers to 4 Money QuestionsA researcher compared the opinions of experts including John Bogle, Tony Robbins, Burton Malkiel and Robert Kiyosaki to those of academics.
September 01, 2022
Will the Inflation Reduction Act Push Employers Away From Sponsoring Health Plans?It's possible that the new rules for claiming the premium tax credit could be made permanent.
September 01, 2022
Debate: Is Biden's Student Loan Forgiveness Plan a Mistake?Two professors discuss the president's plan to forgive up to $10,000 in student loan debt for certain taxpayers.