Public’s Feeling on Taxes Has Distinct Divide: Pew Survey
More than 60% of the American public believes some corporations and wealthy American’s aren’t paying enough in taxes.
How Tax-Savvy Advisors Can Tackle Obamacare Taxes
Chad Smith of HD Vest discusses ways to help clients with the Medicare surtax in the Affordable Care Act.
Tax-Deferred Retirement Saving, Without a 401(k)
The single most powerful feature of an annuity is not guaranteed income, says Mitch Caplan, CEO of Jefferson National.
Tax Advice From David Foster Wallace
Don’t think of tax preparers as bland pencil pushers, the late novelist argued, writing that they’re “cowboys of information.”
Little-Known Tax Provision That Every Estate Planner Should Know
The 65-day rule allows some trust distributions to be made after the new year and still apply toward prior tax year.
Removing the Roth IRA Contribution Limit With 401(k) Dollars
Back-door routes to funding a Roth IRA have developed to allow clients to grow these accounts more quickly, including one that cuts right through the traditional, employer-sponsored 401(k).
50 Ways for States to Tax Residents
Which states have the lightest tax burden? The answer isn't as straightforward as it seems.
Taxes and Appreciated Securities: When Should You Sell?
The guiding principle: determine how much an appreciated stock’s price would need to decline to equal the loss incurred from paying the tax.
6 Tax Questions on Deferred Annuities You Need Answered, Pt. 2
Tax Facts experts dive into deferred annuities to explain the tax regulations involving this popular investment product.
8 Tax & Investing Tips for Advisors’ Wealthy Clients
Kimberly Foss of Empyrion offers ways to cut the amount owed Uncle Sam and build up the portfolio.