SEP-IRA vs. Solo 401(k): Which Is Better for Self-Employed Clients?
By Roger WohlnerHere's what you should know about these retirement plans — for your small-business clients or your own firm.
July 13, 2021
2021 Advance Child Tax Credit Payments: Should Your Client Opt Out?For many Americans, the payments will provide a valuable cash infusion. For others, they could create a tax headache later.
July 06, 2021
To Build a Thriving Niche Practice, Learn When to Say NoAn inquiry from a near-fit prospect can signal an opportunity to expand to a parallel niche — or a trap.
July 01, 2021
How to Fine-Tune Your Client's Social Security Claiming StrategyA pre-retiree presented three scenarios for claiming spousal benefits. He understood most of the rules, but the devil's in the details.
June 28, 2021
How Secure Act's 10-Year Rule Creates Tax Headaches for IRA HeirsPlanning for inherited IRAs and 401(k)s has become more complex than ever under the Secure Act.
June 22, 2021
Avoiding the Once-Per-Year IRA Rollover TrapViolating this IRS rule is one of the most expensive mistakes a client can make.
June 16, 2021
Should Inherited Property Be Taxable at the Owner's Death?Two professors debate President Joe Biden's proposal to make inheriting property a taxable event.
June 16, 2021
Biden's Estate Tax Overhaul: Forewarned Is ForearmedWhile it may not come to fruition, the American Families Plan includes the largest tax increase on the wealthiest in over a century.