Debate: Should Republicans Fast-Track Renewal of the 2017 Tax Cuts?
By Robert Bloink | William H. ByrnesRepublicans in Congress are preparing a push to renew the cuts with a simple majority, using budget reconciliation.
May 23, 2024
How to Calculate RMDs for Inherited IRAsThe penalty waivers the IRS has offered each year since 2020 for missed RMDs have created some confusion.
May 14, 2024
How to Avoid 5 Mistakes With Client TestimonialsIt's important to establish a publishing process with appropriate guidelines and disclosures in place.
May 14, 2024
How to Pass Down an IRAEstate planning rules around IRAs have changed in the past few years. Here's what to know.
May 09, 2024
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning TaleClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.
May 06, 2024
Is the 4% Rule Too Safe?While rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
May 02, 2024
Debate: Was the FTC Right to Ban Non-Compete Agreements?The prohibition will affect about 30 million American workers subject to the contracts, according to the agency.
May 02, 2024
This Overlooked Secure 2.0 Change Helps Business-Owning SpousesThe law created two important exceptions that can help owners of closely held businesses offer retirement plans.