On the Ballot: Key State and Local Tax Proposals
In several states, Election Day will mean more than choosing a president, it will involve voting on initiatives to increase state or local taxes.
Kansas Ends Bad Economic News by Not Reporting It
The Kansas governor canceled a report meant to measure the economic growth results of his likely failed tax cutting strategy.
Valliere: Zero Chance of Tax Hike if GOP Retain House
A President Clinton would have an “innocuous” effect over all on the markets, though positive for defense stocks; negative on pharma.
Dodging a Pro-Rata Tax Debacle on IRA Transactions
Ignoring the pro-rata rule on retirement plan distributions can turn a nontaxable transaction into one that generates a big tax bill.
4 Ways to Limit Taxes on Retirement Withdrawals
Vanguard investment strategest Colleen Jaconetti talks about the most tax-efficient ways to sequence withdrawals from retirement accounts.
Advisor Top-of-Mind Index: Volatility, Election, Fed
Advisors in Eaton Vance survey said "protecting wealth from market volatility" remains their top concern.
Schwab, Fidelity Having Banner Year for Charitable Giving
The donor-advised funds of Schwab and Fidelity report big increases in deployments through the third quarter.
House, Senate Races Loom Large for Next President’s Success
“A single party government can work pretty quickly,” said economist Vince Reinhart.
9 Key Things Next President Should Do to Fix Economy: Brookings
Although the economy hasn’t always been the focus of this campaign, it will be among the most important challenges for the next president.
New IRS QTIP Rules Increase Estate Tax Portability Benefits
Newly released guidance allows a powerful planning strategy that can be used by wealthy clients to maximize a deceased spouse’s federal estate tax exemption.