Top 10 Tax, Estate Planning Issues for Same-Sex Couples
“Today, there are opportunities and protections within reach for same-sex couples that were unavailable during most of American history,” says lawyer John McManus.
Net Unrealized Appreciation Could Yield a Pleasant Tax Surprise
For some employees holding company stock who leave their job, there's an alternative to rolling their 401(k) into an IRA.
New FAFSA Rules Create New College Financial Aid Strategies
Student loan rates are lower and FAFSA rules have changed, which creates new opportunities to maximize financial aid.
15 Worst US Cities for Retirement: 2016
Some cities, even those loved by younger residents, make life difficult for retirees or just don't have much to offer them.
Anatomy of an IRS Phone Scam
Despite the IRS' attempts to shut it down, this scam keeps reappearing. Make sure your clients don't fall for it.
How the Clinton, Trump Estate Tax Plans Could Affect the Economy
The Tax Foundation recently examined the potential effects of the presidential candidates' estate tax plans.
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.