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Chances are high that one or both parents who have left the workforce ahead of their full retirement age are still working out of necessity.September 18
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Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.September 4
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Advisors may need to alert clients as to when these checks will be taxable.September 4
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With the net unrealized appreciation, workers can roll some employer stock into a taxable brokerage plan.September 3
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From surcharge brackets to prescription drug plans, advisors need to understand how Medicare works.September 1
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Advisors may be able to shift taxable income and potentially save on employment taxes, as well.August 27
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Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.August 27
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Some cryptocurrency investors are receiving a new round of letters from the IRS telling them that their federal tax returns don’t match the information received from virtual currency exchanges, a new front in the agency’s burgeoning scrutiny of the industry.August 22
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Clients are advised to consider delaying their Social Security benefits, as up to 85% will be subject to income taxes, an expert says.August 20
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If not addressed, the client may see a higher tax bill than was planned. That won't go over well at tax time next year.August 15
