Robert Bloink

• 

  Critics Slam Obama Budget Over Entitlement Cuts, Retirement Savings Cap

  By Melanie Waddell, AdvisorOne  |  April 10, 2013

  President Obama called his just-released budget a “fiscally responsible blueprint for middle-class jobs and growth,” but critics derided it for cutting Social Security and Medicare and capping retirement savings.

• 

  When to Begin Social Security? Even Advisors Aren’t Sure

  By John Sullivan, AdvisorOne  |  March 28, 2013

  Here's a scary thought: Social Security is the largest source of retirement income for most Americans. Just as troubling is the confusion over when to start taking it.

• 

  Advisors, Rethink Your Role in Roth IRA Conversions: ING

  By Joyce Hanson, AdvisorOne  |  March 14, 2013

  Retirement plan advisors can grow their business by showing sponsors how participants can now convert pretax dollars to an after-tax Roth account, says ING's Kaplan.

• 

  Selected Provisions of the American Taxpayer Relief Act of 2012

  By Tax Facts Online  |  March 4, 2013

  The experts of Tax Facts have produced this comprehensive analysis of selected provisions of the American Taxpayer Relief Act of 2012 (the Act) to provide the most up-to-date information to our subscribers. This supplement analyzes important changes to the tax code with emphasis on how these developments impact Tax Facts’ major areas of focus: Employee Benefits, Insurance, and Investments.

• 

  Many Businesses Can Start Filing Income Tax Returns Feb. 4

  By Richard Niles, J.D., Senior Editor, Tax Facts Online  |  February 4, 2013

  Opening covers non-1040-series business returns for 2012; delays remain on other business form filing dates.

• 

  Forget the Cliff, 3.8% Obamacare Tax Is Coming: What Advisors Are Telling Clients

  By Joyce Hanson, AdvisorOne  |  November 20, 2012

  The 3.8% tax on investment income that kicks in Jan. 1 is being overlooked by some, but advisors are getting their clients ready now .

• 

  IRS Deadline to Switch IRA Back From Roth Looms

  By John Sullivan, AdvisorOne  |  October 9, 2012

  The deadline is set for Oct. 15, the same deadline for taxpayers who were granted an extension to file.

• 

  Whose Death Triggers Which Death Benefit in That Annuity?

  By John L. Olsen, CLU, ChFC, AEP  |  August 24, 2012

  Any advisor who offers advice regarding a deferred annuity must be very sure to understand what that contract says with regard to death benefits.

• 

  Madoff Victim Wants Divorce ‘Do-Over’

  By John Sullivan, AdvisorOne  |  June 2, 2011

  In strange coincidence, case follows Seinfeld sitcom plot.

• 

  Trusts: New Cancellation-of-Debt Rules Leave Grantors on the Hook

  By William H. Byrnes, Esq.  |  May 18, 2011

  If you don’t understand the nature of your trusts, you could be on the hook for cancellation of debt (COD) income.