Helping clients avoid hefty IRS penalties
Some individual retirement account owners are failing to take their required minimum distribution. If that owner is one of your member’s tax clients. Here’s what needs to be done.

Michael Kitces says traditional retirement investment strategy is wrong
Instead of reducing equity exposure as clients age, data suggest doing the opposite.

Near retirement and have a health savings account? Beware of snags when claiming Social Security
If you regularly contribute to a health savings account and plan to claim Social Security past your full retirement age, watch out. Complications can arise for people who delay both Social Security and Medicare.

Here’s how Americans paid their tax bills this year
Though the majority of people who file tax returns wind up with a refund from the IRS, those who end up owing taxes often struggle to pay their bills. Here's what filers did to cover their shortfalls.

Tech Corner — Your company needs a strategy for voice technology
Voice assistants, smart speakers and all manner of voice-first technology have enjoyed remarkable growth and adoption. The emergence of voice, which serves as the front door for artificial intelligence and machine learning, is already making a mark on a wide variety of industries.