Forget the Cliff, 3.8% Obamacare Tax Is Coming: What Advisors Are Telling Clients
The 3.8% tax on investment income that kicks in Jan. 1 is being overlooked by some, but advisors are getting their clients ready now .
IRS Deadline to Switch IRA Back From Roth Looms
The deadline is set for Oct. 15, the same deadline for taxpayers who were granted an extension to file.
Whose Death Triggers Which Death Benefit in That Annuity?
Any advisor who offers advice regarding a deferred annuity must be very sure to understand what that contract says with regard to death benefits.
Madoff Victim Wants Divorce ‘Do-Over’
In strange coincidence, case follows Seinfeld sitcom plot.
Trusts: New Cancellation-of-Debt Rules Leave Grantors on the Hook
If you don’t understand the nature of your trusts, you could be on the hook for cancellation of debt (COD) income.