Mixing Medicare and IRAs to Build Client Tax Savings
Reducing income by making qualified charitable distributions from an IRA can provide a health care financing solution for some clients in retirement.
Businesses Salivate Over Trump’s Tax Ideas, but Will They Happen?
There’s been a lot of talk in Washington concerning “pro-business” tax cuts. What happens, and what it means to investors, remains to be seen.
3 Key Tax Rules Governing Typical Business Deductions
Tax Facts online experts explain what a business expense deduction is specifically and how to use it to your advantage.
Why the Market’s Great Expectations for Trump Are Overdone
Speakers at a BNY Mellon luncheon discuss why markets have priced in too much change too soon.
How Investment-Only Annuities Can Help Clients Save on Taxes
President Laurence Greenberg of Jefferson National talks to ThinkAdvisor about the commission-free investment-only variable annuities his firm pioneered.
IRS’ ‘Dirty Dozen’: 12 Tax Fraud Schemes to Avoid
Scammers target the mighty and the lowly, especially during tax season.
The ‘Death Tax’ Deserves to Live
The much-maligned estate tax is far better than its detractors claim and should be restored to its 1980s levels.
Why Estate Planning Still Matters in an Uncertain Tax Environment
What can advisors do now to help clients protect their assets and the people they care about?
Savers Oppose Eliminating 401(k) Tax Incentives: ICI
"Tax-favored savings are an extremely important underpinning of the successful 401(k) system," says ICI's Stevens.
How Behavioral Economics Can Help You Retire Rich
In Dan Ariely’s world, small changes can have a very big impact.