The Case for Putting a Bonus Into a 401(k)
By Alexis LeondisStocks are cheap and contribution limits have jumped, making 2023 a great time to invest that annual payout for the long term.
January 03, 2023
Raise the Payroll Tax Cap to Save Social SecurityNo surprise, Social Security will only be able to pay 76% of promised benefits by 2033 if nothing changes.
January 03, 2023
Delaying RMDs Under Secure 2.0? Beware the 'Great Tax Crunch'Just because clients can wait longer to take RMDs doesn't mean they should. Ed Slott suggests an alternative.
December 30, 2022
An Insurance-Licensed CFP Considers a Life SettlementEven some agents may wince at the cost of using a term life policy conversion option.
December 29, 2022
Estate and Gift Tax Exclusions for 2023: How the Changes Affect Your ClientsThe IRS has adjusted these thresholds for inflation.
December 28, 2022
What Tax Deductions Can Insurance Agents Use For Their Business?It's time to prepare for your appointment with the accountant.
December 27, 2022
Motor Vehicle Records Data and Life InsuranceHow clients drive may correlate with how likely they are to die.
December 27, 2022
Medicare and the New Year: A Medicare Customer QuestionA law enacted two years ago is starting to bear fruit.
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