Guides, strategies, and analysis for retirement planning professionals
Advisor Summary: The tax planning software category for financial advisors has grown significantly since 2024, with Holistiplan leading at 38.92%...
Advisor Summary: IRMAA thresholds are cliffs, not gradual phase-ins. One dollar of income above $218,000 (joint) costs $1,148 per person...
Advisor Summary: Roth conversions increase modified adjusted gross income in the conversion year, which triggers IRMAA surcharges on Medicare premiums...
Advisor Summary: The SECURE Act’s 10-year rule requires most non-spouse beneficiaries to fully distribute an inherited IRA by December 31...
Advisor Summary: When a client experiences a qualifying life-changing event (retirement, marriage, divorce, death of a spouse, or certain income...
Advisor Summary: The TCJA did not sunset. The One Big Beautiful Bill Act (OBBBA) permanently extended the lower rate structure...
12-minute read Advisor Summary: RightCapital is one of the best comprehensive financial planning platforms available, rated 8.40 by T3 and...
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