Debate: Should High Earners Pay More Social Security Taxes?
By Robert Bloink | William H. ByrnesTwo professors debate whether collecting payroll taxes on income above $400,000 is the best way to shore up Social Security.
November 08, 2021
5 Steps to Making a Better Email IntroIncrease the chances of a positive outcome while making yourself look thoughtful.
October 27, 2021
PPP Loan Forgiveness Was Denied. Can You Appeal?Small-business clients unhappy with how their PPP loans have been treated may have the option of appealing the decision.
October 26, 2021
Where Clients Go Wrong in Predicting Life ExpectancyCare must be taken to ensure mortality assumptions are reasonable because errors can significantly impact a retirement plan.
October 26, 2021
6 Ways to Fight the Return of InflationOne is to insure some income, to free the rest of the portfolio for a riskier new world.
October 26, 2021
Why Social Security Claiming Comes First in Retirement PlanningSocial Security advice is highly sought after, and it affects planning elements like RMDs and sequence of withdrawals.
October 22, 2021
The Democrats' Medicare StandoffThe author makes the case that it will limit health care options for American seniors.
October 13, 2021
Debate: Should Congress Tighten Tax Rules on Grantor Trusts?Under the Democrats' tax plan, assets transferred to a grantor trust would be included in the grantor's estate for estate tax purposes.