The same-sex marriage ruling has important financial and tax implicationsadvisors need to be aware of these for advising same-sex couples who are clients.
Retirement is the topic that's on everyone's mind, it seems, and tax season can raise additional questions.
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"uri": "/2017/10/18/gop-tax-plan-provokes-need-for-estate-planning-fle/",
"title": "GOP tax plan provokes need for estate planning flexibility",
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"summary": "The GOP tax plan might be creating uncertainty in your mind or your clients' -- this analysis offers some timely tips for dealing with that.",
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"title": "Tax plan framework could change small business retirement options",
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"summary": "Although many small business owners would welcome some aspects of the GOP tax plan, it has the potential to hinder their retirement planning.",
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{
"uri": "/2017/10/02/broad-strokes-of-tax-bill-released-in-gop-framewor/",
"title": "Broad strokes of tax bill released in GOP framework",
"byline": " Robert Bloink, William H. Byrnes ",
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"prettyDate": "October 02, 2017",
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"summary": "As Congress assesses the Trump administration tax plan, industry needs to monitor negotiations that could affect individuals and businesses.",
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{
"uri": "/2017/08/30/social-security-working-retirement-tax-which-spous/",
"title": "Social Security working retirement tax: Which spouse’s earnings count?",
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"summary": "Learn how one spouses continued earnings will impact current Social Security benefit entitlement.",
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{
"uri": "/2017/08/14/whats-required-for-employer-sponsored-tuition-assi/",
"title": "What's required for employer-sponsored tuition assistance programs",
"byline": " Robert Bloink, William H. Byrnes ",
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"prettyDate": "August 14, 2017",
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"summary": "What you need to know about IRS requirements for employer-sponsored tuition assistance or educational assistance programs.",
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{
"uri": "/2015/07/07/what-the-same-sex-marriage-ruling-means-for-insura/",
"title": "What the same-sex marriage ruling means for insurance",
"byline": " Robert Bloink, William H. Byrnes ",
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"prettyDate": "July 07, 2015",
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"summary": "The same-sex marriage ruling has important financial and tax implicationsadvisors need to be aware of these for advising same-sex couples who are clients.",
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{
"uri": "/2015/03/20/the-10-most-tax-friendly-states-for-retirees/",
"title": "The 10 most tax-friendly states for retirees",
"byline": "Robert Bloink, William H. Byrnes",
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"prettyDate": "March 20, 2015",
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"summary": "For a happy and worry-free retirement, most people need more than an ocean view.",
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{
"uri": "/2015/02/24/qlacs-are-changing-social-security-timing-game/",
"title": "QLACs are changing Social Security timing game",
"byline": "Robert Bloink, William H. Byrnes",
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"prettyDate": "February 24, 2015",
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"summary": "For higher income clients, QLACs can drastically alter even the most basic Social Security strategies.",
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{
"uri": "/2014/06/19/4-tax-facts-for-403b-plans/",
"title": "4 tax facts for 403(b) plans",
"byline": "Robert Bloink, William H. Byrnes",
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"prettyDate": "June 19, 2014",
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"summary": "Read up on the tax facts you need to stay sharp and help employers get the most out of 403(b) tax sheltered annuities.",
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{
"uri": "/2014/03/17/10-retirement-plan-tax-facts-advisors-need-to-know/",
"title": "10 retirement plan tax facts advisors need to know",
"byline": "Robert Bloink, William H. Byrnes",
"kicker": "",
"prettyDate": "March 17, 2014",
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