For comprehensive coverage of the Schwab Impact 2001 conference, please visit our Impact home page for additional news, interviews and analysis.
“The size of someone’s tax refund says nothing about whether their taxes have gone up or down,” Treasury says.
Self-directed advisor models may perform close to more standardized fund strategist portfolios, but the rub, as they say, is risk.
Technology helps the IRS catch offenders, but taxpayers still need to be wary.
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