Debate: Is the Social Security Fairness Act Fair?
By Robert Bloink and William H. ByrnesThe bill, awaiting Biden's signature, repeals the WEP and GPO provisions affecting public workers and provides retroactive 2024 benefits.
December 16, 2024
How Retirement Age and Social Security Claiming Age Are RelatedThe claiming decision is strongly tied to the age at which someone retires, especially for younger retirement ages.
December 16, 2024
Debate: Should the U.S. Government Create a Nationwide Retirement Savings Plan?Many workers enter retirement with little savings primarily because of sporadic coverage options during their working lives.
December 11, 2024
3 Best Practices to Position an RIA for SaleEnsuring that the firm is appealing to buyers while maintaining its integrity requires thoughtful preparation and strategic action.
December 11, 2024
Year-End RMDs and the QCD Workaround StrategyQualified charitable distributions can help clients reduce tax liability, but there are pitfalls to avoid.
December 09, 2024
4 Options for Passing Down Your FirmWhen transitioning the book from one generation to the next, it's important to balance legacy and liquidity.
December 09, 2024
ETF Share Classes in Mutual Funds: What to KnowAbout three dozen asset managers are seeking to offer an ETF share class.
December 06, 2024
Medicare and HSAs Don't Mix. But for Married Couples, There's a Twist.Individuals who work after taking Medicare can maintain their employer-sponsored plan for the benefit of their spouse.