How to Spend, and Pay Taxes on, Your 401(k)
The oldest baby boomers have just reached the RMD finish line. Here's how financial planners are lessening the tax bite.
Puerto Rico Expected to Default on Debt Even After Restructuring Bill Is Signed
Even after Obama signs the long-awaited bill that lets Puerto Rico restructure its debt, the ultimate outcome for holders of the island’s debt remains uncertain.
How Supreme Court’s Same-Sex Marriage Ruling Changed These 6 Areas
Here are six areas, in finance, law and insurance, that have seen big changes in a year since the Supreme Court’s ruling on same-sex marriage.
Who’s Tracking IRA Basis? Enter the Advisor
Rollovers, conversions, nondeductible contributions and inherited accounts can all impact how distributions are taxed.
One Year Later: How Same-Sex Marriage Rights Have Changed LGBTs’ Financial Lives
The marriage rate of same-sex couples has more than tripled since 2012, according to a Prudential survey.
Excess 529 Plan Funds: Putting Them to (Tax-Preferred) Work
The rules governing excess 529 college savings funds are nuanced and surprising, so the devil's in the details when it comes to maintaining their tax-preferred status.
IRS Makes Charities’ Financial Data Easily Accessible
Nonprofits' Form 990 data will be available for the first time in a machine-readable format through Amazon Web Services.
IRS Re-Opens REIT Loophole for $58B NSAM Deal
Treasury says that its recently-announced regulations will be corrected “to give effective date relief” for conversions before Dec. 7, 2015.
Obama Vetoes Anti-DOL Fiduciary Rule Resolutions; Date Set for Lawsuit
National Association for Fixed Annuities lawsuit against DOL seeks a preliminary injunction to stay the rule.
New Estate Planning Strategies for a Post-Portability World
In particular, if your clients are still relying on credit shelter trusts set up before 2013, beware the adverse tax consequences.