The Cadillac of Taxes: Not Just for Luxury Health Savings Vehicles
The types of benefits that will be subject to the Affordable Care Act’s “Cadillac tax” may be surprising.
Using Monte Carlo for Inflation Assumptions in Financial Plans
How to use Monte Carlo simulation’s lognormal distribution tool to make inflation assumptions in a financial plan.
Best & Worst U.S. Companies for 401(k) Benefits
Bloomberg ranked the 250 biggest companies in the U.S. on who offers the most generous 401(k) matches.
Health Care Warning: Retiring at 62 Could Cost You $50,000
A couple retiring at age 62 instead of 65 could face $50,000 in extra medical bills, Fidelity says.
Companies Squeeze 401(k)s From Facebook to JPMorgan
Employers are holding back on both the amount and the timing of 401(k) matching funds and dragging out vesting schedules.
Overlooked Obamacare Silver Lining: Savings for Small Businesses
Your small-business clients may not realize the law's SHOP exchange will allow cost savings on deductibility of premiums and eligibility for certain tax credits.
Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?
Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.
Long Term Care Insurance: Premiums
While premiums for qualified long-term-care insurance may be deductible as medical expenses there are exceptions to this general rule. Learn how to avoid unnecessary tax liabilities.
Are HRAs on the Chopping Block Under the Affordable Care Act?
Health Reimbursement Arrangements are one type of health insurance vehicle that may be on the chopping block with the dawn of Obamacare.
Kitces on the Top 3 Topics for Advisors in 2013—Topic 3: Obamacare
This year may mark the beginning of a permanent change in separating employment from health insurance. Why this development in health exchanges holds major implications for you and your clients.