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Concerned that tax rates and IRS bills may rise under Biden, wary advisors note that Roth plans are not just for younger investors.
April 6 -
A Biden proposal to change the tax deduction for contributions to a tax credit could have serious implications.
March 2 -
Retirees will end up locking in substantial losses if they decide to cash out their investments during a bear market to generate income.
April 2 -
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 -
“Having retirement assets in both traditional and Roth accounts can help clients hedge their tax bets for retirement,” an expert says.
March 18 -
Designating charities as a beneficiary of their retirement accounts is one strategy that can enhance their tax savings.
March 3 -
The spike in the number of older employees in the workplace reflects a trend over the past decade.
February 18 -
While retirement readiness among Americans has improved in general, Gen Xers are struggling with housing, college and medical costs, a survey finds.
January 31 -
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 -
Contributing to these accounts makes sense for clients who anticipate higher tax rates in the future.
December 30