Democrats' Medicare Standoff
By Stephanie A. KennanThe author expects the conflict to limit changes in health care options for American seniors.
October 27, 2021
PPP Loan Forgiveness Was Denied. Can You Appeal?Small-business clients unhappy with how their PPP loans have been treated may have the option of appealing the decision.
October 26, 2021
Where Clients Go Wrong in Predicting Life ExpectancyCare must be taken to ensure mortality assumptions are reasonable because errors can significantly impact a retirement plan.
October 26, 2021
6 Ways to Fight the Return of InflationOne is to insure some income, to free the rest of the portfolio for a riskier new world.
October 26, 2021
Why Social Security Claiming Comes First in Retirement PlanningSocial Security advice is highly sought after, and it affects planning elements like RMDs and sequence of withdrawals.
October 22, 2021
The Democrats' Medicare StandoffThe author makes the case that it will limit health care options for American seniors.
October 13, 2021
Debate: Should Congress Tighten Tax Rules on Grantor Trusts?Under the Democrats' tax plan, assets transferred to a grantor trust would be included in the grantor's estate for estate tax purposes.
October 12, 2021
CARES Act Charity Tax Break Creates a Trust Planning Opportunity, but Act FastA CRUT allows high-income clients to make a big donation without relinquishing all income-generating potential of the assets.