Tag: Financial Advisors
Capital gains may have triggered more individual taxes for 2021
The U.S. Department of the Treasury buildingJulia Schmalz | Bloomberg | Getty ImagesSome investors may be grappling with the sting of higher-than-expe [...]
Tax pros ‘horrified’ by IRS decision to destroy data on 30 million filers
courtneyk | E+ | Getty ImagesAn audit by the Treasury Inspector General for Tax Administration revealed the IRS has tossed data for millions of payers [...]
Here’s why inflation may be less costly for some retirees
A shopper at a San Francisco grocery store on May 2, 2022.David Paul Morris | Bloomberg | Getty ImagesInflation is a growing concern as Americans spen [...]
Over 60 million tax returns could be completed automatically, study says
Tom Werner | DigitalVision | Getty ImagesThe IRS may have the ability to automate nearly half of tax returns, according to a working paper from the Na [...]
Worried about a recession? Here’s how to prepare your portfolio
FG Trade | iStock | Getty ImagesMore from FA Playbook:Here's a look at other stories impacting the financial advisor business."We all understand that [...]
I bonds to deliver a record 9.62% interest for the next six months
Marko Geber | DigitalVision | Getty ImagesIf you're eyeing ways to fight swelling prices, I bonds, an inflation-protected and nearly risk-free asset, [...]
Ranks of these investors are poised for fast growth in coming decade
Prasit photo | Moment | Getty ImagesThe U.S. wealth management industry is poised to grow by about 5% annually over the next five years, while certain [...]
What to do if you can’t make a required minimum distribution at Vanguard
FG Trade | E+ | Getty ImagesVanguard investors have been grappling with partial website outages over the past several days that have blocked some c [...]
Use extra cash to invest or to pay off debt? Here are some options
eyetoeyePIX | E+ | Getty ImagesA frequent question that I get asked as a financial advisor revolves around paying off debt versus investing when th [...]