In his 1998 book “The Prosperous Retirement,” Michael Stein wrote that as people begin to age and become less active, they scale back their discretionary spending. It is a key
The combination of different income types in retirement can create some really ugly distortions in tax rates. If you’re an advisor who has done Social Security planning, I’m sure you’ve
This may be a good day to do your own personal performance review. As the year begins, we are reminded of the many excitements that the new year brings —
The beach and the ski slopes beckon, but this may be the time when clients most want to hear from you. Everyone wants to kick back in December. Lots of
The Internal Revenue Service today announced that it will make small cuts in employers’ Affordable Care Act (ACA) coverage reporting requirements for 2019, and big cuts insurers’ coverage reporting requirements.
In guidance released Wednesday, the Internal Revenue Service said employees in 401(k) plans would be able to contribute as much as $19,500 in 2020. Participants in 401(k), 403(b), most 457 plans and
The 401(k) is one of the most powerful retirement tools out there, so if you’re lucky enough to have access to one, take advantage of it. As of 2019, you
Club Vita has posted a link that pension plan participants can use to cyberstalk the Angel of Death.
Big areas of need include retirement planning, increasing savings and reducing debt, a NAPFA survey finds.
The increased standard deduction under the sweeping tax overhaul passed in 2017 has created an interesting new challenge for taxpayers who give to charity. Prior to the tax law, the