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.
Watchdog Suing for Easier Access to Nonprofits’ Tax Forms
A judge ruled against the IRS' motion to dismiss a lawsuit by an advocacy group aiming to make nonprofits' Form 990s more accessible.
Cut College Debt Through Simpler Tax Incentives, Senator Says
The Senate Finance Committee looked at ways to reduce student borrowing through the tax code. One possibility: boosting prepaid 529 plans.
Millennials Prefer Roth IRAs (and Boomers Should, too): T. Rowe Price
Recent T. Rowe Price research suggests Roth IRAs could be more advantageous than traditional IRAs for most investors, even many near retirement.
Qualifying 401(k) Dollars for Stretch IRA Treatment
Stretch IRAs can allow beneficiaries to stretch tax-deferral benefits for years after the original owner’s death, but beware of the potential tax hit.