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The Trump administration has claimed that the recently passed tax and spending bill “delivers on President Trump’s promise of no tax on Social Security.” Experts say it’s not that simple.
The provision, part of the nearly 900-page One Big Beautiful Bill Act that was signed into law on July 4, creates a new tax deduction for seniors age 65 and up, offering $6,000 in deductions for single filers and $12,000 for married couples.
Elijah returned to Financial Planning in 2025 after working as a summer intern with FP in 2023. He earned an undergraduate degree from Berea College in Berea, Kentucky, and a master's degree in data … Read full bio
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A wide range of employers are expressing a greater desire to measure risk, achieve more predictable retirement benefit costs, and retain top talent.
Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.
At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
Advisors suggest multiple ways that clients can maximize the triple tax advantages of health savings accounts (HSAs) while avoiding penalties.
If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.
