Jeff Stimpson

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SECURE 2.0 Changes To Catch-Up Contribution Rules Drawing Near

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The changes could provide clients with significant savings, advisors say.

A Tax Trap Awaits Affluent Clients Seeking Income

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The sharp rise in interest rates since March 2022 has created a surge in clients looking to deploy their cash.

HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say

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Wealthy individuals need to take advantage of the savings potential offered by HSAs, advisors say.

Should Wealthy Clients Delay Drawing On Social Security?

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Advisors say there are circumstances where wealthy clients may want to take their benefits early.

How To Balance Retirement Income And Taxes

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The timing of retirement withdrawals can have a big impact on taxes, advisors say.

Should Wealthy Clients Delay Taking Social Security?

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Advisors say there are circumstances where wealthy clients may want to take their benefits early.

Clients Shouldn't Rush Into Investing Windfalls, Advisors Say

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The best thing for clients to do after receiving a big influx of cash is to be patient.

Volatile Markets A Key Consideration For Midyear Tax Planning

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Advisors also need to weigh possible expirations of certain parts of the Tax Cuts and Jobs Act.

Volatile Markets A Key Consideration For Midyear Tax Planning

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The potential sunset three years from now of some provisions of the Tax Cuts and Jobs Act loom large in midyear planning for some wealthy clients, as do recent market gyrations...

Debt-Ceiling Debates Will Continue To Hound Taxpayers, Advisors Say

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The nation's debt means the possibility always exists for tax increases.

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