High-Deductible Health Plans Can Unlock HSA Strategy for Older Clients
HDHPs are on the rise — a trend that can open the door to powerful planning techniques.
Americans Defy Warnings, Still Retiring Early
From congressional hearings to research studies, one would think Americans would be getting the message that most need to work longer before retiring.
Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.
How Tax-Savvy Advisors Can Tackle Obamacare Taxes
Chad Smith of HD Vest discusses ways to help clients with the Medicare surtax in the Affordable Care Act.
Little-Known Tax Provision That Every Estate Planner Should Know
The 65-day rule allows some trust distributions to be made after the new year and still apply toward prior tax year.
8 Tax & Investing Tips for Advisors’ Wealthy Clients
Kimberly Foss of Empyrion offers ways to cut the amount owed Uncle Sam and build up the portfolio.
5 Key Tax Deductions for the Self-Employed
Advance planning and consulting a professional are vital to reducing tax bills for the self-employed, including small businesses.
How to Handle the NIIT for Trusts and Estates
The impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.
2015 Tax Cheat Sheet for Advisors and Their Clients
For tax year 2015, there are annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes.
Planning For End Of Life Costs
The last few months are usually more expensive than the preceding years, and unexpected long-term care events and uncovered medical services can easily wipe out savings and inheritances.