3 Tax Moves to Make Before Year-End
Within a month of the tax reform law’s passage in December 2017, 67% of CPA financial planners had discussed the effect of tax reform with their clients,…
Thoughtful Insights
Tax Policy in the New Congress: What to Expect
When the new Congress convenes in January with Democrats in charge of the House for the first time in eight years and Republicans retaining control of the Senate, there will
A Tax Tip for Seniors Before Year-End
Except for the permanent corporate tax cut, most provisions in the 2017 tax cut legislation expire after 2025 with one notable exception: the medical expense deduction. Beginning in 2019, the
5 Big Losers of Tax Reform: Year-End Tax Reminder
With 2018 drawing to a close, it’s becoming clearer who are the winners and losers of the Tax Cuts and Jobs Act of 2017. The law, which took effect on
Retirees’ Health Care Costs May Blow Your Mind
The Employee Benefit Research Institute has just issued a new report on health care expenses in retirement that is likely to shock many advisors and their clients. According to the
Millennial Business Owners Focused on Retirement Planning
You might not think so, but millennials are the ones who are zeroing in on retirement as a goal for their employees — more than Gen X business owners or
After 40 Years in 401(k)s, How Are Boomers Doing?
With 401(k) plans turning 40 years old, a Schwab Retirement Services survey finds that a majority of boomers feel their own 401(k) plans are in better shape than ever. In
Tax-Free Income Strategies for Valuable Employees
As fiduciary-focused specialists in retirement plan design, Thoughtful Advisors provides tax-free income plans for employers who are looking to recruit, retain and reward the very best people in their industry
Manage Home Sales Cautiously or Risk Thousands
The home selling season is heating up, and scammers are eager to defraud buyers and sellers once again. It’s an annual dance that puts your hard-earned funds at risk—potentially tens
Would You Take the Pledge for More Password Security?
Did you observe National Password Day on May 3, 2018? It was an interesting day for password-related news. First, Twitter pushed a password reset for more than 330 million users
