Senate Passes Tax Extenders Bill
Tax extender package applies only to 2014 and will last two more weeks.
Sen. Hatch’s 2015 Priority: Torpedo DOL Fiduciary Efforts
Sen. Orrin Hatch, who will take over as Finance Committee chairman, says he will reintroduce his SAFE Act, which halts DOL’s fiduciary overhaul.
The Tax Trap of Year-End Qualified Plan Distributions
For clients eligible to take lump sum distributions from their qualified retirement plans, often-overlooked considerations must be taken into account.
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.
7 Facts About After-Tax IRA Rollovers
IRA expert Ed Slott cites seven important takeaways from the new IRA guidance on after-tax rollovers.
5 Obscure Tax Breaks Congress Just Approved
Just in time for the holidays, the House pulled together Wednesday night to revive dozens of tax breaks. Here are some of the most noteworthy.
House Renews Tax Extenders Through End of 2014
Rep. Camp of Michigan condemned “legislating on a temporary basis” as a “terrible way to make tax policy” before the House passed the measure.
5 Ways to Give Back Beyond Giving Tuesday
The Financial Women’s Association released a list of ways consumers and leaders in the financial industry can give back now and throughout the year.
House to Vote on Tax Extender Bill by Thursday
The Tax Increase Prevention Act of 2014 will extend until year-end tax provisions that expired on Dec. 31, 2013.
In Search of the Best Financial Planning Software: NaviPlan
After a two-hour demo of NaviPlan, my decision on which financial planning software to adopt has gotten more difficult.