IRS Proposes Electric Car Tax Credits for Down Payments
By Robert Bloink | William H. ByrnesThe regulations, if finalized, would allow EV buyers to put the tax credit directly toward their purchase.
October 11, 2023
Advisors Divided on How Much Employer Stock Clients Should OwnWhile research suggests holding little or no employer stock, there are behavioral aspects to consider.
October 10, 2023
What Minnesota's Revised Suicide Exclusions Statute Means for InsurersConcerns about mental health have affected a well-established life insurance policy provision.
October 06, 2023
What's Allowed and What's Not in Self-Directed IRAs?One false move could cause the entire account to lose its IRA status.
October 02, 2023
When Clients Claim Social Security Early, Take These Steps to Avoid SurprisesClients who claim before 65 can miss taking specific actions with Medicare and HSAs, leading to tax consequences.
September 27, 2023
Roth Catch-Up Mandate in Secure 2.0: The Devilish DetailsThe Roth catch-up contribution requirement, effective in 2026, is much more complex than it appears.
September 25, 2023
Is an Inverted Yield Curve Bad News for Stocks?There's evidence that investors should prefer Treasury bills to bonds when the curve inverts. But what about stocks?
September 14, 2023
Beware of Losing Solo 401(k) StatusBusiness-owner clients with these retirement plans must amend them immediately if they hire an employee.