10 Top Trusts and Estates Trends for 2015
Estate taxes, charity donations and divorce are just a few areas where legal moves in New York could shape other states’ laws.
Finke: When Municipal Bonds Get Exciting
Munis can hold considerable attraction, under the right circumstances.
Coburn Calls for ‘Fairer, Flatter’ Tax Code
Best solution would be to throw it out and start again, but in the meantime, he calls for end to preferences on municipal bonds, carried interest, cash-value life insurance and credit unions.
Under the Hood: What You Need to Know About Wills, Pt. 2: Real Estate, Bequests
Even though you as an advisor may not be the primary estate planning team member, you are in a unique position to add value.
Why Insurance Industry Is Crucial for Americans: Dennis Glass
Speaking at IRI conference, Lincoln Financial Distributors’ CEO says the retirement readiness gap provides a big opportunity for the industry.
90% of Taxpayers Say Investment Income Should Be Taxed Like Wages
In addition, most Americans say corporations should pay higher taxes than individuals, a WalletHub survey found.
IRS Says It Will Revise Rules on Political Nonprofit Groups
Following political uproar from many sides, agency said it will revise rules on 401(c)(4) groups before holding public hearings.
Roth IRAs Growing Twice as Fast as Traditional IRAs: EBRI
“The Roth IRA removes the uncertainty of what future higher tax rates might do to retirement savings,” says Ed Slott.
IRS Scandals Fueled by Lack of Funds, Taxpayer Advocate Says
In her annual report to Congress, Nina Olson calls for a taxpayer bill of rights that she says might have prevented the political targeting scandal.
Divorce Planner’s Novel Approach Leads to Lucrative Business
The overwhelming majority of divorcing clients Justin Reckers assists end up on his wealth management platform post-divorce.