Tim Steffen
Tim Steffen is director of advanced planning for Baird. Follow him on Twitter @TimSteffenCPA.
Tim Steffen is director of advanced planning for Baird. Follow him on Twitter @TimSteffenCPA.
Deciding between a traditional and Roth 401(k) is essentially a bet on how your future income tax rates will compare to their current rate.
While a QCD can provide a real tax benefit to some IRA owners, in most cases keeping the RMD and giving appreciated securities to charity will be a better tax strategy.
Now is the time to examine the repercussions of your standardized versus customized advice.
High-earning clients likely to be caught up in the tax code's confusing alternate universe.
Advisers need to create a pricing model that best reflects the type of business they run and the services they provide.
There's a lot of misunderstanding regarding the rules on deducting the interest paid on a loan.
This time of year is perfect for getting clients to contribute to their nest eggs and save on taxes
