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Crafting stable long-term financial plans for self-employed workers with unstable incomes poses unique challenges for clients and their advisors.
February 27Dear Lakesha -
Millions more taxpayers will be receiving the Form 1099-K in the mail this year for the first time if they were paid $5,000 or more last year.
January 31 -
Thanks to the lower threshold, the service expects to receive about 44 million 1099-Ks in 2024, up from about 14 million.
November 16 -
As more and more elderly Americans take on freelance jobs, what does it mean to be "retired"?
February 22 -
Now that the U.S. is five months into the COVID crisis a new victim is emerging. Caught between small businesses furloughing their staff landlords needing to collect rent are millions of hourly workers.
August 7 -
Those with 1099 income have several tax-advantaged options.
July 5 -
Millions of workers have multiple jobs. That means they might have multiple retirement plans. Here are the rules for situations in which a client can set up and/or contribute to more than one plan at a time.
December 7 -
Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?
November 20Archer Investment Management -
The gig economy ushered in a new way of working, which in turn has ushered in a new way of retiring.
June 5 -
A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.
May 23