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
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
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
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
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
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
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
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
One of the hot holiday gifts in 2017 was a DNA home test kit. Ancestry.com reportedly sold 1.5 million of these items during the Black Friday weekend at a reduced $59 each.
The 2018 tax prep season is in full swing, and so are hackers who smell easy money. Shortly after January 29, 2018 when the Internal Revenue Service (IRS) opened its
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