The Shriveling of America's Tax Base
The low-tax route to global economic crisis.
Making Bonus Depreciation Permanent to Be Debated by House Panel
Making bonus depreciation permanent “is the best option to spur investment, lift wages, grow the economy, create jobs and increase federal revenue,” says Tax Foundation.
10 Things to Know About How Investments Are Taxed
Among the investment products advisors recommend to their clients, mutual funds and ETFs top the list, so it's vital to understand their tax implications.
20 Best & Worst States for Taxpayer Value
WalletHub’s study factors in infrastructure, education, health and three other categories of state government services.
GOP Tax Reform’s Effect on Charitable Giving
The comprehensive tax reform proposal Rep. Dave Camp, R-Mich., introduced in February would make significant changes to charitable contributions.
HSAs and Taxes: How to Handle Transfers and Rollovers
Tax Facts experts explain the details and pitfalls of health savings accounts.
The Taxation of Life Insurance Policy Loans
The Tax Facts experts sift through the complexities of loans on life insurance polices.
Retirement Planning, Not Social Security or LTC, Dominates Advisors’ Client Discussions
Retirement planning is the No. 1 topic of discussion between advisors and their clients, according to an IRI study.
8 Tax Evaders Who Should’ve Known Better
The lineup of tax dodgers includes a vice president, a U.S. treasurer and a federal judge.
Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow
"Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.