Robert Bloink
ThinkAdvisor
Contact Robert
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
| Recent: |
|
| Past: |
|
Past articles by Robert:
Debate: Will 529-to-Roth IRA Rollovers Boost College Savings?
Our tax experts discuss the new Secure 2.0 rules allowing taxpayers allowing rollovers of unused 529 plan funds. → Read More
Why a Federal Court Ditched DOL Fiduciary Standard for Rollovers
Advisors should pay close attention to future developments and see whether the department chooses to appeal. → Read More
Debate: Would Increasing Stock Buyback Tax Make a Difference?
Our tax experts discuss Biden’s proposal to quadruple the existing stock buyback tax. → Read More
When Do RMDs Start? Under Secure 2.0, It Depends
The original Secure Act and Secure 2.0 have combined to create a system more complex than it seems. → Read More
401(k) Catch-Up Rules About to Become Much More Complex
Advisors should ensure their business-owning clients are aware of these changes to avoid breaking Secure 2.0 rules. → Read More
Debate: Should Capital Gains Be Subject to Social Security Taxes?
Our tax experts discuss a proposal to impose Social Security payroll taxes on capital gains for the wealthy. → Read More
Debate: Would Fair Tax Act Help Fix a Broken System?
Our tax experts discuss whether replacing the tax code with a flat sales tax would help Americans. → Read More
Secure 2.0 Makes QLACs More Appealing
Secure Act 2.0 has expanded the rules governing these types of longevity annuity contracts. → Read More
Debate: Will Secure 2.0 Act Help Americans Pay for Long-Term Care?
Our experts discuss a provision allowing 401(k) withdrawals to pay long-term care insurance premiums. → Read More
How Secure 2.0 Act Helps Workers With Student Loans
Employers can make matching retirement plan contributions based on student debt repayments starting in 2024. → Read More
Debate: Should Non-Compete Agreements Be Banned?
Our experts share their viewpoints on whether the FTC’s proposed ban would be beneficial to companies and workers. → Read More
How Secure 2.0 Expands Retirement Plan Hardship Withdrawals
These new changes can offer an important source of liquidity for your clients in the face of unforeseen emergencies. → Read More
Debate: Who Benefits From Secure 2.0's Increased RMD Age?
Our Tax Facts experts debate whether Americans will fully understand the pros and cons of delaying RMDs. → Read More
Annuities vs. Periodic Payments: Understanding the Differences
Clients are often in the dark about the options available for drawing down their retirement accounts. → Read More
Debate: Will the ‘Rothification’ of Catch-Up Contributions Benefit Taxpayers?
Our Tax Facts experts debate whether this Secure Act 2.0 provision will help savers or just confuse them. → Read More
Debate: How Helpful Is Secure 2.0 to Average Investors?
Two professors debate whether the sweeping retirement law goes far enough. → Read More
Debate: Should Congress Crack Down on Crypto?
Two financial experts argue whether stronger regulations on cryptocurrency would hurt or help ordinary Americans. → Read More
Will Your Client’s Medicaid Trust Survive the Move to Florida?
Strategies for preserving the family home must comply with state-specific laws if the client plans to move. → Read More
Are Annuities Appropriate in a 401(k)?
Now may be the ideal time for business clients to reevaluate the in-plan annuity option for 401(k) participants. → Read More
Is 529 Savings Plan Superfunding Right for Your Client?
Clients with 529 college savings plans can bunch contributions for up to five years. But should they? → Read More