Considering NFTs? Think Twice Before Using IRA Dollars
By Robert Bloink | William H. ByrnesThe IRS may tax NFTs as collectibles, which could have serious consequences for investors holding them in IRAs.
July 05, 2023
Supreme Court Nixes Biden's Loan Forgiveness Plan: What's Next for Borrowers?Clients with student loan debt should, for now, plan on restarting payments in October.
June 29, 2023
Roth IRA vs. 529 Plan: How Should Your Clients Save for College?Each type of plan has its own set of characteristics that clients should understand.
June 29, 2023
Debate: Can More Information Ease the Student Debt Crisis?Our two tax experts discuss a proposal designed to address the high cost of student loans.
June 23, 2023
Help Clients Get What They Need, and Want, in RetirementNot all retirement spending goals are the same, and they can be funded with different strategies.
June 22, 2023
Debate: Is Increasing the Standard Deduction the Best Way to Fight Inflation?Our tax experts weigh in on whether legislators should focus on expanding the child tax credit instead.
June 21, 2023
Roth IRA Transfers and Divorce: Don't Forget the 5-Year RuleClients transferring Roth assets in a divorce settlement often overlook this critical issue.
June 15, 2023
Debate: Are 401(k) Enrollment Changes in Secure 2.0 Fair?Our tax experts discuss whether mandatory auto-enrollment is too big a burden on small businesses.