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From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking to for answers that advisors are uniquely suited to provide.April 1
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Aside from refinancing, retirees are advised to consider downsizing their homes to reduce overall spending.March 4
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Some tax credits are refundable, meaning they can get a refund in case the credits exceed their actual tax liability.February 25
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Aside from income taxes, retirees will also pay consumer taxes and may face a 3.8% Medicare surtax.February 24
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“The advice I give is to calculate the financial impact for each option,” an expert says.February 21
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Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.February 5
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While it’s recommended they have at least three sources when they retire, just 6.8% of savers have done so, according to a report.February 4
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A recent study found American workers would face better retirement prospects if the federal government adopts certain public policy changes.January 16
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Failing to pay taxes on side-gig earnings and keeping faulty records of business-related expenses must avoided to prevent an excessive tax burden.January 14
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Contributing to these accounts makes sense for clients who anticipate higher tax rates in the future.December 30
