Tax Tips

Retirement Upside

Advisors Without Estate Planning Could Let ‘Money Walk Out the Door’

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The shift from attorney- to advisor-driven estate planning means firms need to upgrade their offerings — or get left behind.

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Retirement Upside

These Costly IRA Mistakes Can Crush Retirement Savers

Individual retirement accounts are powerful savings vehicles, but come with significant complexities.

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Retirement Upside

Why New Widows Need More Than Just Financial Planning

There are major planning challenges that widows face, but it’s important to allow time for grief.

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Retirement Upside

How Dividend Investing Fits Into Retirement Portfolios

The consistent payment of dividends indicates business stability and therefore offers predictability, which is naturally appealing to retirement investors.

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Retirement Upside

Think Retirees Face Just 7 Tax Brackets? There’s More to the Story

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Medicare surcharges and taxes on Social Security benefits can catch uninformed clients (and advisors) by surprise.

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Retirement Upside

Gaps in Estate Planning Can Leave Crypto Assets Lost and Worthless

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Millions of dollars of crypto could be trapped in the abyss instead of being passed down as inheritance.

1 min read

Advisor Upside

Why Jeffrey Levine Doesn’t Buy Cat Food, or the Bonus Depreciation Hype

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The chief planning officer at Focus Partners Wealth said the accelerated depreciation methods are useful, but they’re not magic.

2 min read

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