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Don't let clients fall into this Social Security tax trap

Financial Planning Digest | May 02, 2016

Social Security recipients may face disproportionately high tax rates because of the way the IRS calculates income with respect to Social Security. So-called combined income includes adjusted gross income as well as tax-free income, half of Social Security income and some add-ons. Advisers can help clients manage the tax bite in several ways. Financial-Planning.com (04/26)


US population must adjust as longevity increases

Financial Planning Digest | May 02, 2016

Don't repeat Prince's mistake

Financial Planning Digest | May 02, 2016

How health care rules affect retirees

Financial Planning Digest | May 02, 2016

Why clients need to discuss end-of-life care

Financial Planning Digest | May 02, 2016

What to know about 2016 tax planning

Financial Planning Digest | May 02, 2016

Commentary: Spending too much on kids leaves parents with too little

Financial Planning Digest | May 02, 2016

Getting your groove back after tax season

Financial Planning Digest | May 02, 2016

ETNs offer tax advantages over ETFs

Financial Planning Digest | May 02, 2016

Health care costs are top financial burden in US, Americans say

Financial Planning Digest | May 02, 2016


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May 17: Planning Opportunities from Your Client's Form 1040

Financial Planning Digest | May 02, 2016

Apply to the 2016 Leadership Academy

Financial Planning Digest | May 02, 2016

Take the Summer 2016 PFS Exam at no charge!

Financial Planning Digest | Apr 25, 2016

Forefield Alert: New Concept Pieces Focus on Financial Concerns of Same-Sex Couples

Financial Planning Digest | Apr 25, 2016

Webcast: Later Life Planning: New Services to Offer Aging Clients

Financial Planning Digest | Apr 18, 2016




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Designed specifically for CPA personal financial planners and others interested in financial planning, Financial Planning Digest is a FREE monthly e-mail newsletter from the AICPA. It provides the most important and timely news stories to support personal financial planners. Learn more

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