March 30, 2022
This COVID Tax Credit Could Limit Business DeductionsThe employee retention tax credit could limit Section 199A deductions for pass-throughs above a certain income threshold.
March 30, 2022
Self-Directed Older Investors More Likely to Veer Off Financial CourseThis group of investors has a lot to gain by hiring an advisor, my new research shows.
March 25, 2022
Debate: Should Retirement Reenrollment Be Made Automatic?The Auto Reenroll Act of 2022 would require workers to reevaluate their decision to opt out of some plans every three years.
March 16, 2022
3 Stretch IRA Alternatives After IRS' Secure Act SurpriseTax-efficient estate planning strategies exist, but each has its own rules.
March 14, 2022
Debate: Should Congress Support Manchin's Scaled-Back Build Back Better Act?Two professors debate the West Virginia senator's latest pitch of a revised economic plan.
March 11, 2022
IRS' Secure Act Guidance on RMDs Has a Surprise TwistThe IRS has released long-awaited proposed regulations on inherited IRAs.
March 09, 2022
'Buy the Dip' Is No Longer a Sure Thing for InvestorsThe war has aggravated an unpleasant start to 2022 for stock investors; the top U.S. stock indexes are now down 10-18% this year.
March 07, 2022
Why Retirement Isn't Necessarily the Same as Not WorkingYou can still retire, you just have to be proactive and resilient to a more uncertain world. To be honest, there's no choice.
March 07, 2022
U.S. Debt Is Massive, Expanding and Under ControlFears of a a "debt bomb" are not backed up by the numbers.
March 07, 2022
How to Eliminate Tax on Some Roth IRA ConversionsClients with after-tax IRA funds may be able to isolate basis and execute an entirely nontaxable Roth conversion.