Don't Let a Simple Mistake Foil Your Client's QCD Plans
By Robert Bloink | William H. ByrnesFailure to follow the rules can result in loss of the tax benefits associated with qualified charitable distributions.
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.
September 01, 2022
Should This Client Claim Social Security Before 70?Some advisors do the math and say it's better to wait. But there's more to consider than math.