Jeff Stimpson

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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.

Advisors Say 'Tax The Rich' Mentality Is Misguided

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Most adults recently surveyed in a recent Pew Research Center survey feel that the wealthy and corporations aren’t paying their fair share in taxes...

HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say

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Health savings accounts (HSAs) offer a good retirement-savings tool for wealthy clients. Yet most owners of HSAs don’t take full advantage of the accounts, according to advisors...

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.

Advisors Say 'Tax The Rich' Mentality Is Misguided

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Most adults recently surveyed in a recent Pew Research Center survey feel that the wealthy and corporations aren’t paying their fair share in taxes...

Advisors Say 'Tax The Rich' Mentality Is Misguided

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Statistics contradict the popular sentiment that the wealthy don't pay enough in taxes, they say.

How The New IRS 10-Year Plan May Affect Wealthy Clients

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Advisors say those who earn more than $400,000 per year may need to think carefully about their tax strategies.

IRS Rules Against A Tax Tactic For Irrevocable Grantor Trusts

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Advisors say the ruling could interrupt tactics favored by many tax planners.

Swapping Assets Can Be Tax-Friendly Move For Some Trusts

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IRS rules allow grantors to swap trust assets to attain better tax treatment.

Accounting For Taxes In Special Needs Planning

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ABLE accounts provide the flexibility to access funds as needed, advisors say.

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