William E. Poindexter III

Test Your Knowledge of Estate Planning.
Taking this quiz may help increase understanding of estate planning.
https://www.williampoindexteriii.com/Test-Your-Knowledge-of-Estate-Planning.c10560.htm

Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
https://www.williampoindexteriii.com/Media-Trends-Where-Have-All-the-Readers-Gone.c10551.htm

Understanding the “No Tax on Tips” Deduction.
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

https://www.williampoindexteriii.com/Understanding-the-No-Tax-on-Tips-Deduction.c10549.htm

530A Trump Accounts Officially Open
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
https://www.williampoindexteriii.com/HOT-TOPIC-530A-Trump-Accounts-Officially-Open.c10555.htm

Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
https://www.williampoindexteriii.com/QandA-on-RMDs.c10479.htm

Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
https://www.williampoindexteriii.com/Location,-Location,-Location-The-Premium-Parents-Pay-for-Top-Schools.c10482.htm

Midyear Checkup: Can You Contribute More to Your Retirement Plan?
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account
https://www.williampoindexteriii.com/Midyear-Checkup-Can-You-Contribute-More-to-Your-Retirement-Plan.c10538.htm

Teens Say Social Media Takes a Toll on Mental Health:
Many parents are concerned about the well-being of their children as they navigate the digital landscape.

https://www.williampoindexteriii.com/Teens-Say-Social-Media-Takes-a-Toll-on-Mental-Health.c10540.htm

Locked Out? How to Break Into Today’s Housing Market.
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past
https://www.williampoindexteriii.com/Locked-Out-How-to-Break-Into-Todays-Housing-Market.c10536.htm

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
https://www.williampoindexteriii.com/HOT-TOPIC-Social-Security-and-Medicare-The-Clock-Is-Ticking.c10545.htm