Tax Alert: 2021 Tax Credit on Childcare Expenses
The childcare tax credit underwent significant change in 2021. The new law expanded the child and dependent care tax credit in three potentially meaningful ways for American taxpayers.
Read MoreAuthor: Sam Rozzi, CFA
ESG Investing in ERISA Retirement Plans
While Environmental, Social and Governance (ESG) criteria investments that don’t sacrifice returns or hold greater investment risk are permitted in ERISA plans, a 2020 U.S. Department of Labor (DOL) rules modification established a higher bar for including ESG investments in a qualified plan and cast a cloud over ESG investment options.
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Bond Tapering: What to Expect When the Fed Tapers
There isn’t much historical experience with bond tapering. The first and last time it happened, it didn’t go so well, though it did give birth to one of those great Wall Street alliterations—the “taper tantrum.”
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Stress Testing Financial Plans for Inflation
After years of monetary accommodation—and amid supply bottlenecks that may continue for years and outsized fiscal spending—inflation may become a more persistent feature of a future economic landscape than the transitory phenomenon the Federal Reserve (the Fed) continues to maintain it will be. It’s difficult to say where inflation may go from here, but it may be wise to begin assessing what it means for your clients’ financial plans and investment strategies.
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Your Own “Billion $” Backdoor Roth IRA Strategy
While it’s unlikely that financial advisors can help their clients’ IRAs grow to be worth billions, there is a little-known strategy that can put a Roth IRA’s accumulation potential on steroids. That strategy is called the “Backdoor Roth IRA.”
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