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From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.
April 1 -
Aside from refinancing, retirees are advised to consider downsizing their homes to reduce overall spending.
March 4 -
Some tax credits are refundable, meaning they can get a refund in case the credits exceed their actual tax liability.
February 25 -
Aside from income taxes, retirees will also pay consumer taxes and may face a 3.8% Medicare surtax.
February 24 -
“The advice I give is to calculate the financial impact for each option,” an expert says.
February 21 -
The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.
February 11 -
Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.
February 5 -
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 -
A recent study found American workers would face better retirement prospects if the federal government adopts certain public policy changes.
January 16 -
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