New Study Highlights Target Date Fund Flaws
By Roger WohlnerThis one-size-fits-all investment may not be a good fit for all investors at all stages of life, researchers find.
December 21, 2021
How Your Small-Business Clients Can Maximize the QBI Deduction in 2021Business-owning clients still have time to reduce taxable income while securing their own retirement.
December 20, 2021
How to Use Retirement Assets for Startup ExpensesThere are a few ways to use 401(k) savings to fund a new business, but be careful to follow IRS rules.
December 17, 2021
Clients and the Build Back Better Tax Policy FogInformation may help, but your calming presence may help more.
December 17, 2021
Debate: Should Crypto Exchanges Be Required to Report on Customers to the IRS?Two professors discuss the increased reporting requirements on cryptocurrency "brokers" and recipients under the new infrastructure law.
December 16, 2021
Misreported Crypto Gains? Fix Mistakes Before It's Too LateAdvisors should be on alert and take the time to catch up now, before the IRS toughens enforcement.
December 14, 2021
Debate: Should Congress Raise the SALT Cap?Professors Robert Bloink and William H. Byrnes discuss whether the House or Senate tax cap proposal would serve Americans better.
December 13, 2021
How Your Clients Can Pick the Right Long-Term Care Facilities: LTCI InsiderTo understand what you're getting, you need to know what to look for.