Virtual Rules of Zoom Engagement
By Michael GoldbergOne way to make the most of online meetings is to show some respect.
January 10, 2022
Debate: Should the Net Investment Income Tax Be Expanded?Two professors debate a Build Back Better Act provision that would apply the tax to income from a business in which the taxpayer participates.
January 10, 2022
Tax Court Decision Shows Pitfalls of Self-Directed IRAsWhile a checkbook control IRA can give the account owner more control over retirement investments, serious negative tax consequences can result.
January 07, 2022
Will Investors Go Along With a Weaker 'Fed Put'?Why were investors taken by surprise by the Fed's recent hawkishness, and what are the implications for future price moves?
January 04, 2022
The Hidden Hazards of Taking a Social Security Lump SumA client's plan to work six months after full retirement age and then collect a big payment could have consequences.
December 30, 2021
New Study Highlights Target Date Fund FlawsThis one-size-fits-all investment may not be a good fit for all investors at all stages of life, researchers find.
December 29, 2021
Debate: Should Congress Impose a 15% Minimum Tax on Firms With at Least $1B in Profits?Two professors discuss the tax proposal as a means to pay for social spending in Build Back Better, and its likelihood of passage.
December 22, 2021
Prep Your Clients for 2 Bills That Could Change IRAs in 2022A few steps that seem simple to most advisors can go a long way in easing clients' worries over tax news, says the retirement and tax expert.