Social Security COLA Could Have Surprising Tax Effects
By Joe ElsasserSocial Security taxation doesn't change with inflation, but tax brackets do. This can produce unusual results.
October 19, 2022
How Agents Become Indispensable to ClientsWhen the client has a question about money, you should be the answer.
October 14, 2022
Debate: Time to Tighten Tax Rules for Donor-Advised Funds?A proposed regulation would prevent donors to certain fund types from receiving a tax deduction until funds are actually distributed.
October 10, 2022
How the Inflation Reduction Act's Stock Buyback Tax Could Rattle PortfoliosSome critics worry that discouraging stock buybacks could exacerbate the pains many are feeling amid shaky markets.
October 07, 2022
Debate: Should HSA-Compatible Plans Cover Telehealth Before the Deductible?Does exempting telehealth services from health plan deductibles help Americans stay healthy, or undermine the HSA system?
October 03, 2022
Debate: Should New Parents Be Allowed to Tap Social Security?The plan would expand paid parental leave but could lead to a "retirement income crisis" down the road.
October 03, 2022
Life and Annuity Talking Points for the FallThe leaves are changing. So are some clients' and prospects' coverage needs.
September 30, 2022
About That 5-Year Gender Longevity Gap …The gender life expectancy gap may be five years at birth, but it's a different story at 65.