May 28, 2021
IRS Audits Focus on Solo 401(k)sSolo 401(k) compliance requirements are so minimal that business owners often forget about them — until there's a problem.
May 21, 2021
Why Delayed Social Security Claiming Is More Valuable Than EverAs your high-earning clients continue to live longer and longer, the benefits of delaying their claim increase.
May 20, 2021
Debate: Should Carried Interest Tax Loophole Be Eliminated?Two professors debate this rule that gives favorable tax treatment to the compensation of private equity and hedge fund managers.
May 20, 2021
Relying on Holographic Wills Is a Terrible IdeaThe author wants your help with warning clients against use of do-it-yourself, handwritten wills.
May 19, 2021
DOL's New Fiduciary Guidance for Rollovers: What Advisors Should KnowDetails are emerging that can help advisors understand their obligations under Labor's new standard.
May 12, 2021
Should the 'Step Up' in Basis for Inherited Assets Be Limited?Two professors debate President Biden's proposal to change rules allowing heirs to sell assets without paying capital gains taxes.
May 06, 2021
Educating Clients Is Not Your JobA life and annuity wholesaler makes the case that education-first strategies let the tail wag the dog.
May 03, 2021
Despite Biden's Plan, Long-Term Care Planning Remains CrucialThe president's proposal would provide much-needed funding but will do little to help those who don't rely on Medicaid.
April 30, 2021
Can You Spot the Social Security Claiming Mistakes? Part 1Claiming spousal benefits under Social Security can be complicated. Here's a case study.
April 29, 2021
When Your Prospect Is Older Than YouTurn a situation that seems like a problem into an opportunity.