Scammers are using search engine optimization (SEO) to create fake websites that appear in search results for trusted institutions like Schwab. When clients visit these sites, they are exposed to phishing attacks aimed at stealing their information and assets. How these scams work: Knowledgeable fraudsters use sophisticated techniques…
If you want to succeed in financial planning, you need to use the best-informed, up-to-date, and unbiased sources. Elliot Raphaelson shares his recommendations.
Building off the success of the 2023 tax season that saw significant improvements following passage of the Inflation Reduction Act, the 2024 filing season will continue reflecting the focus on improving services to taxpayers.
Read this Chicago Tribune article by Jill Schlesinger, a CBS News business analyst. Jill shares her insights on the unexpected success of the 2023 economy. https://www.pressreader.com/usa/chicago-tribune-sunday/20240121/281895893107569
Selecting a Medicare plan is complex. Elliot Raphaelson of The Savings Game discusses some of the important factors and sources of information that will help you avoid mistakes.
Confused about Social Security and IRA benefits under certain life circumstances? Find answers from The Savings Game.
Retirees are surprised to dind as much as 85% of their Social Security benefits could be taxable., depenings on their amount of provisional income, which includes half of their Social Security benefits plus other sources that contribute to adjusted gross income (AGI), such as wages, dividends, and capital gains.
There are penalties for not taking required minimum distributions from IRAs, but there is more to the story than that. Elliot Raphaelson shares advice on the RMD rules in "The Savings Game: What to do about missed RMD, and other reader questions" in The Buffalo News.
Schwab and TD Ameritrade continue to make great progress on the integration of the two firms, with an anticipated transition date of September 5, 2023.