IRS OKs Program-Related Investments for Foundations
The Obama administration has assured private foundations that they can use a wide variety of financial tools to achieve their charitable purpose.
Top Portfolio Products: New ETFs Reflect Social Media Buzz, Catholic Values
The latest ETF offerings include one that takes its direction from the buzz on social media and another that follows guidelines from the Catholic Church.
What Do You Think About DOL Fiduciary Rule? Take a 10-Question Poll
How do you feel about the fiduciary rule? 1) It’s a new era of unicorns and rainbows; 2) My anger burns like a thousand suns.
Traditional vs. Roth IRA, Pt. 3: The Conclusion
I used to believe the Roth was best, especially for younger investors. After a thorough examination, I have a very different opinion.
Owning a Home Has Fewer Tax Benefits Than You Think
Borrowing costs close to record lows have reduced what homeowners are able to deduct when filing their income taxes.
Few Charity Donors Look Beyond Cash Gifts: Fidelity Charitable
Advisors can add value by educating their clients about tax-advantaged ways to give.
Meb Faber’s Radical Dividend Investing Strategy: Avoid Dividend Stocks
The money manager and popular blogger told ThinkAdvisor how he is questioning one of the most hallowed strategies of investing.
Avoiding the Tax Surprise on Capital Gains
It is critical that investors understand the potential tax impact of embedded capital gains in their portfolios.
A Better Tax Strategy: From Annual Headache to Lifelong Plan
Tax season is a particularly tough time to think long term. Call it the tyranny of April 15.
IRS Needs More Money and Staff to Thwart Hackers: Commissioner
A hearing at the Senate Finance Committee exposes problems with IRS cybersecurity operations but bipartisan support for solutions.