November 08, 2024
Debate: Do Taxpayers Benefit From New Hardship Distribution Rules?The Secure 2.0 Act contained many provisions that broadened the ability to access retirement funds without penalty.
November 07, 2024
5 Strategies for Capturing Wealthy ClientsBeing proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.
November 06, 2024
What Clients Changing Jobs Should Know About Their 401(k)These clients have a decision to make on whether, and where, to move their retirement savings.
October 25, 2024
Debate: Will Taxpayers Benefit From Medicare's New Prescription Payment Plan?The voluntary program allows those with Part D drug coverage to spread costs over the entire year.
October 25, 2024
Why Graham's 'The Intelligent Investor' Is Still Worth ReadingWhen Warren Buffett says an opus is "by far the best book about investing ever written," it's common sense to concede the point.
October 21, 2024
Debate: Should Employees Get a Health Insurance Tax Break?Currently, employers get the tax benefit. What if workers got the cash to pick their own plan?
October 18, 2024
Clients Can Tap Their 401(k) After a Disaster. Here's What to Know.The Secure Act made significant changes with respect to disaster-related distributions from retirement accounts.
October 11, 2024
4 Keys to Succession PlanningThe financial advice industry remains largely unprepared for exits, planned or otherwise.
October 10, 2024
How Clients Can Spend Health Savings Dollars WiselyClients may be surprised about the types of expenses that may qualify for HSA or FSA reimbursement.
October 03, 2024
Debate: Is the 20% Business Income Deduction Worth It?Our tax experts discuss whether the deduction is an equalizer for small businesses or just another exploitable loophole.