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IRA tagged posts

Planning for 2022

Best Planning Ideas for 2022

Thanks to L. K. Benson for sharing this blog on planning ideas for 2022.

As we start 2022, there is still a lot of uncertainty in our lives, even beyond the ongoing pandemic concerns. The investment markets have started off the year with a lot of volatility. Interest rates will be rising, and inflation is high. Congress is dysfunctional and we have no idea what may happen with tax changes in the near future. It is easy to get caught up in the wild swings of things or be frozen by indecision in times like these. All of this makes it that much more important to step back and think about your clients’ overall financial planning and goals to make sure their planning is where it should be.  

On a recent AICPA webcast I moderated with Scott Sprinkle, Michael Goodman, and Sue Stevens, w...

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