Avoiding an Inherited IRA Tax Time Bomb Under the Secure Act
By William H. Byrnes | Robert BloinkWithout proper planning, the tax consequences of the new "10-year rule" for emptying inherited IRAs can be serious.
April 07, 2021
4 Biden Tax Proposals That Could Shake Clients' Retirement, Estate PlansTake advantage of today's historically low tax rates to prep clients for future changes to income, estate and payroll taxes.
April 01, 2021
How to Minimize Taxes When Social Security, RMDs Kick InManaging the sequence and amounts of withdrawals from different types of accounts is crucial for retirees and their advisors.
March 29, 2021
Social Security Early-Claiming Penalties: Are They Fair?Amid the pandemic, two professors debate reducing cuts in Social Security benefits for those who claim before full retirement age.
March 29, 2021
The Agent and the Virtual Cocktail PartyEven if the gathering is on Zoom, you should still wear a clean shirt.
March 26, 2021
Employee Retention Tax Credit Extended Through 2021Clients should note the changes that may make the tax credit more valuable, as well as important technical changes.
March 26, 2021
Should the Child Tax Credit Be Paid in Installments? Bloink & Byrnes Go Thumb to ThumbTwo professors debate whether the IRS should make advance payments of part of the child tax credit.
March 24, 2021
How To Walk the Medicare Advantage Communications TightropeHere are three tips for writing compelling, and compliant, content.