Creating a Special Needs Plan for Social Security, ABLE Accounts
Recent data shows one in five individuals will face the need for special needs financial planning, but it’s often overlooked by advisors.
House Passes GOP Tax Reform Bill
Bill passed House by 227-205 vote; Andy Friedman sees passage of Senate bill after Thanksgiving.
Senate Tax Cut Bill No Longer Taxes 401(k) Catch-Up Contributions
The bill, being marked up in the Senate Finance Committee, also reinstates nonqualified deferred comp plans.
Betterment Adds Charitable Giving Feature in Time for Year-End Tax Moves
Betterment Charitable Giving will launch Nov. 28 and is available for all its retail investors and advisors using its advisory platform.
Tax Bill Could Be Doomed in Senate Thanks to ACA Mandate Repeal: Valliere
The Finance Committee also made permanent the 20% corporate tax rate and made several other major changes to the bill.
11 Facts to Know About Catch-Up Contributions
As the Senate debates removing tax incentives for extra retirement savings, here are 11 facts to consider about catch-up contributions to retirement plans.
Jackson Enters Private Wealth and Trust Market: Portfolio Products
Millennium Trust and Paychex team up on a new Simple IRA offering for small businesses.
‘Mini-Rothification’ of 401(k)s Could Be Added to Tax Bill
Retirement industry lobbyist Brian Graff blasted a proposal to apply Roth treatment to all catch-up contributions.
4 Common Questions About End-of-Year Charitable Giving Strategies
Congress could change the rules soon, but, for now, these are the rules.
4 Ways Senate Tax Bill Hurts Retirement Plans
Capping an important benefit for the highest earners sets a dangerous precedent, says ARA's Brian Graff.