Making Bonus Depreciation Permanent to Be Debated by House Panel
Making bonus depreciation permanent “is the best option to spur investment, lift wages, grow the economy, create jobs and increase federal revenue,” says Tax Foundation.
Solving the Retirement Income Puzzle: Gamma and the Tax Efficient Frontier
You know about alpha and beta, but you should know about gamma, which provides advisors with the foundation to help clients boost retirement income.
401(k) vs. IRA: The Real Roth Conversion Question
Moving traditional retirement funds into a Roth account may seem like a no-brainer for many clients, but whether to use a Roth IRA or Roth 401(k) can have potentially significant repercussions.
Time to Rein In Rollovers?
If you’ve been paying attention over the past year, you’ve noticed that regulators and those in Washington are placing increased scrutiny on IRA rollovers.
10 Things to Know About How Investments Are Taxed
Among the investment products advisors recommend to their clients, mutual funds and ETFs top the list, so it's vital to understand their tax implications.
87% of Advisors Have Bright Market Outlook: Russell Survey
Clients aren't quite as enthusiastic. There is also a disconnect between clients and advisors on tax-efficient investing, Russell's Frank Pape says.
Why a Client’s Job and Location Are Critical to Portfolio Building
For optimal asset allocation, it's crucial to consider factors like what industry investors work in and where they live, a Morningstar report says.
Tax Court Untangles NIIT Passive Activity Trap for Trusts
A recent Tax Court decision paves the way for new trust planning techniques for dealing with the new 3.8% tax on investment-type income.
Supreme Court Ponders Changing the Rules on Nonspousal Inherited IRAs
In June, the justices are expected to rule on whether nonspousal inherited IRA funds can be exposed to creditor claims in bankruptcy proceedings.
3 Steps Toward a Productive and Painless Tax Filing Season
On April 15, reminders you can provide to clients on how to safely make every tax season better and easier for all parties involved.