The IRS has released Form 4547, allowing parents to register eligible children for Trump Accounts when filing 2025 tax ...
Here’s a look at key changes to help you evaluate your tax strategy with the goal of fully optimizing your retirement plan.
Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...
Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.
Health insurance is way more expensive this year for millions of Americans who purchase coverage through the Affordable Care Act. MICHEL MARTIN, HOST: Many people get government subsidies to help pay ...
A question all CPAs and financial advisers need to be asking their clients is: “If you were to need long–term care (LTC), either at home or in a facility, how would you pay for it?” Many people ...
Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of moving parts. Take James and Andrea, a couple in their early 80s who’ve been ...
Congress adjourned for the year without extending enhanced Affordable Care Act subsidies. The Senate rejected a proposal to maintain the subsidies, which are set to expire at the end of 2025. The ...
We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...
As the final days of 2025 slip away, Congress is poised to allow the Affordable Care Act’s enhanced subsidies to fully expire. The future of these tax credits and the impact they could have on ...
Senate negotiators are set for a high-wire act on health care in the coming weeks after leaving Washington for the holidays without a resolution on the expiring enhanced subsidies, with lawmakers ...