How to Help Women Claim Social Security in 4 Different Situations
By Marcia MantellHow advisors explain clients' benefit claiming options can make or break financial success in their 80s and beyond.
March 07, 2024
Debate: Should Partially Vested Workers Be Able to Take Matching Contributions as Roth?Thanks to Secure 2.0 changes, employers and employees have new options in adding to retirement savings plans.
March 06, 2024
Secure Act 2.0 Smooths Path for Small-Business Retirement Plan Do-OversThe law makes it easier to switch from SIMPLE IRAs to a safe harbor 401(k).
March 04, 2024
What Many Advisors Overlook in Boosting Clients' Financial SecurityThe psychology of money is becoming core to the planning profession. Here's where to start.
February 21, 2024
New Ownership Reporting Rules Probably Apply to Your Small-Business ClientsOwners of existing businesses, including LLCs, must disclose ownership to FinCEN by Jan. 1.
February 21, 2024
Advisors Face Enhanced Reporting of Say-on-Pay VotesCertain investment managers are subject to filing an annual form disclosing proxy votes related to executive compensation.
February 14, 2024
Goods, Services and You: Get Ready for New IRS Reporting Rules in 2024Millions of taxpayers who generate income via online platforms may be receiving Form 1099-K for the first time.
February 14, 2024
For Income-Focused Investors, Now Is the Time for BondsA few years ago, dividend yields exceeded bond yields. That's no longer the case.