For decades, the United States had a top marginal tax rate as high as 50, 70 and even 90 percent.1 As a matter of fact, for the past 50 years there have only been five years (1988 to 1992) when the top marginal tax rate was less than the current...
Your Boomer clients may have to decide whether to continue working into their planned retirement. Here's how to help them think about it.
Investors nearing retirement are often unaware of how much cash they'll need to set aside for medical expenses, and how to prepare when big-time bills threaten their assets. Advisors can guide them through some critical steps.