Most IRA Investors Withdraw the Bare Minimum: EBRI
Why? Taxes are a big driver of keeping withdrawals small, IRA expert Ed Slott says.
Minimizing the 3.8% Medicare Tax From Retirement Account Distributions
Advisors can prove their worth in helping clients minimize the impact of the new 3.8% net investment income tax that can come from retirement accounts.
House Passes Legislation to Encourage Charitable Giving
The America Gives More Act would make three expired "tax extenders" permanent and has two other provisions.
79% of Expats Considering Giving Up U.S. Citizenship: Law Firm
Almost 80% of Americans living abroad are considering relinquishing their U.S. citizenship to escape the consequences of FATCA, according to deVere Group.
Superior Returns and Advisory Services, ‘for Free’
Eric Nelson shows how investors can beat the performance of index funds and get the tremendous value an advisor offers essentially for free.
Obama Threatens to Veto Bonus Depreciation Extension
Bonus depreciation was “never intended to be a permanent corporate giveaway,” the Obama administration said as the House passed a bill to make it permanent.
Taxed in 2 (or More) Countries? Saddle River Helps Sort It Out
Saddle River Capital Management recently launched a service to help clients with assets in multiple countries comply with the various tax laws they’re subject to.
Most Roth IRAs Born Through Contributions, Not Rollovers
A new ICI report compares Roth and traditional IRA holders on a wide range of data.
On Same-Sex Couples’ Money Matters, Confusion Reigns
Many same-sex married couples don’t talk about money, and many need advice on new laws, Wells Fargo says.
Andy Friedman: Why Tax Reform’s Not Happening Anytime Soon
The Washington Update's Andy Friedman explains the principles and high political hurdles to comprehensive tax reform, last achieved in 1986 under President Reagan.