By John H. Robinson, Financial Planner (May 2025) Shifting self-employment income between spouses can optimize Social Security benefits and reduce tax liabilities in a narrow set of specific … [Read more...] about Scenarios in which it may make sense to shift self-employment income from one spouse to another to optimize social security benefits and/or avoid social security tax
Social Security
The Social Security Fairness Act: $Welcome News for Millions of Public Workers!$
The Social Security Fairness Act: $Welcome News for Millions of Public Workers!$
By J.R. Robinson, Financial Planner (February 27, 2025) 3.2 million working and retired Americans got some much deserved good news when the Social Security Fairness Act was signed into law in … [Read more...] about The Social Security Fairness Act: $Welcome News for Millions of Public Workers!$
IRS (Finally) Gives Definitive Guidance (Kinda/Sorta) on Required Minimum Distributions from Inherited IRAs.
IRS (Finally) Gives Definitive Guidance (Kinda/Sorta) on Required Minimum Distributions from Inherited IRAs.
By John H. Robinson, Financial Planner (April 2024) Last week, the IRS issued Notice 2024-35, which provided long-awaited guidance on whether non-spouse and not-eligible designed beneficiaries … [Read more...] about IRS (Finally) Gives Definitive Guidance (Kinda/Sorta) on Required Minimum Distributions from Inherited IRAs.
