Debate: Is Restarting Student Loan Interest Accumulation a Good Idea?
By Robert Bloink | William H. ByrnesOur tax experts discuss President Biden's plan to restart student loan interest accumulation before the repayment freeze ends.
July 24, 2023
Secure 2.0 Act Supercharges the QCD as an RMD Alternative for 2023Taxpayers can now use a QCD to satisfy their RMD obligation while creating an income stream.
July 05, 2023
Supreme Court Nixes Biden's Loan Forgiveness Plan: What's Next for Borrowers?Clients with student loan debt should, for now, plan on restarting payments in October.
June 29, 2023
Roth IRA vs. 529 Plan: How Should Your Clients Save for College?Each type of plan has its own set of characteristics that clients should understand.
June 29, 2023
Debate: Can More Information Ease the Student Debt Crisis?Our two tax experts discuss a proposal designed to address the high cost of student loans.
June 23, 2023
Help Clients Get What They Need, and Want, in RetirementNot all retirement spending goals are the same, and they can be funded with different strategies.
June 22, 2023
Debate: Is Increasing the Standard Deduction the Best Way to Fight Inflation?Our tax experts weigh in on whether legislators should focus on expanding the child tax credit instead.
June 21, 2023
Roth IRA Transfers and Divorce: Don't Forget the 5-Year RuleClients transferring Roth assets in a divorce settlement often overlook this critical issue.