Debate: Are Student Loan Interest Proposals Fair?
By Robert Bloink | William H. ByrnesTwo professors discuss whether ending student loan interest capitalization in certain situations is a good idea.
November 17, 2022
How to Calculate 2023 RMDs for IRA HeirsMost experts assume that no RMDs from inherited IRAs will actually be required for 2021 and 2022.
November 17, 2022
Debate: Can Sen. Manchin Save Broken Social Security, Medicare Systems?Two professors share their viewpoints on whether the senator's support of GOP strategies would be a step in the right direction.
November 11, 2022
Important Deadline Approaching for Clients Who Tapped 401(k)s During PandemicEnsure these clients are reaping the tax benefits afforded to them under the CARES Act.
November 09, 2022
Have Your Clients Evaluated Their 2022 Roth Conversion Strategy?The IRS also has reminders for taxpayers with side jobs and businesses seeking to claim employee retention credits.
November 03, 2022
Social Security COLA Could Have Surprising Tax EffectsSocial Security taxation doesn't change with inflation, but tax brackets do. This can produce unusual results.
November 01, 2022
Social Security COLA: What Clients Don't Know Could Lead to a Claiming MistakeI've gotten calls from advisors whose clients want to claim benefits early to avoid missing out. Here's what I tell them.
October 25, 2022
Debate: Are New Retirement Catch-Up Contribution Changes Too Complicated?Americans need more encouragement to save for retirement, but are we overcomplicating things?