Taxation Archives - Creative Edge

2019 Tax Summary courtesy of Allianz

Nothing is permanent, except change   One thing for certain is the federal income tax rate has been subject to change over the years.  Although tax rates may continue to shift in the future, it’s important to understand how the current federal income tax works and how it might impact your client’s retirement income or financial… Read More

IMAX and the new Trump tax plan


Learn about the 2018 IMAX Updates SIGN ME UP » As a CreativeOne agent, you have complimentary access to our Income Maximizer (IMAX) software. With the New Year comes change, and IMAX has several updates we want to share with you including: How to uncover potential Roth conversion opportunities using IMAX’s new Bracket Tracker. Understanding… Read More

Why the prescription for income inequality would make us sicker

From the president

The latest political wedge issue is “income inequality.” I spoke briefly about this matter at our CreativeOne convention in June. A number of politicians have adopted this as a winning issue, anticipating that pitting “class” against “class” may influence the 2014 midterm elections. The new golden boy for this theory is French economist Thomas Piketty…. Read More

Now Is the New ‘Golden Age’ As We Advise Clients

One of my colleagues, Paul McGillivray, recently graced me with his paperback copy of The Life and Times of the Thunderbolt Kid, Bill Bryon’s paean to growing up in Des Moines, Iowa in the halcyon decade of the 50s and the tumultuous 60s. Growing up in the Des Moines area myself, born but 4 years… Read More

The truth about the fiscal cliff and our tax code

There is so much heat and so little light in the debate over how to avoid the “fiscal cliff.” I recently watched a Sunday morning news show in which the anchor played footage showing Speaker Boehner saying that tax rates should not be raised, and then watched her pose the non sequitur to her panelists,… Read More