The Tax Advantages of Domestic Asset Protection Trusts
The Tax Facts experts explain what domestic asset protection trusts are and advise on how to make the most out of them.
Who’s to Blame for the Rise in Student Loan Debt and Defaults?
The Consumer Federation of America faults loan servicers; the Bipartisan Policy Center blames government, colleges and students.
Trump May Give Students Debt Relief That Obama Refused
Tens of thousands of allegedly defrauded student debtors may receive refunds and loan discharges under a potential legal settlement.
Morgan Stanley to Launch Small Retirement Plan Platform
The wirehouse says its advisors can use the technology to offer small-business clients the ability to handle 401(k) plans with less than $10 million.
Merrill Reconsiders Commissions on Some Retirement Accounts
Wealth chief Andy Sieg, though, tells the Thundering Herd that restrictions “remain in place, including [those] on mutual funds.”
Vacation Home or Rental Property? The IRS Viewpoint
Tax Facts online experts explain how the IRS handles these deductions and what you should know for you and your clients.
Republicans Unveil Bill to Repeal and Replace Obamacare
Plan would create tax credits, end health insurance mandate; no estimate of proposal’s cost or how many will be covered.
Standard Life to Buy Aberdeen in $4.7B Stock Deal
Aberdeen’s largest shareholder will support the all-share deal, which creates a $811 billion asset manager.
Mixing Medicare and IRAs to Build Client Tax Savings
Reducing income by making qualified charitable distributions from an IRA can provide a health care financing solution for some clients in retirement.
Buffett Backlash: Fund Execs Criticize Sage’s Grim View of Active Investing
Passive index funds are not necessarily the best investments for all investors at all stages of their lives, some fund professionals argue.