10 Tax Facts to Know About Marriage and Blended Families
By Emily HolbrookHow marriage, remarriage and divorce can affect your clients' tax, retirement and estate planning.
June 08, 2021
A Reality Check on Biden's Tax, Infrastructure Plans From Schwab's Man in WashingtonSchwab's legislative and regulatory affairs representative, Mike Townsend, discusses how much of Biden's agenda he thinks is achievable.
June 08, 2021
Trendspotter: Uncertainty About Mortality Will Rattle Life, Health and Pension SectorsThe life expectancy of Americans used to go up almost every year. Now, it doesn't. And it's not just because of COVID-19.
June 08, 2021
Does Your Client's Estate Plan Need Tax Insurance?While tax insurance is widely used in M&A transactions, it can play a similar role when estate plans veer off track.
June 08, 2021
Which Kind of Trust Is Right for Your Client? 9 Questions to AskYour clients' reason for establishing a trust is the key to helping them choose the best option.
June 08, 2021
Schwab: Advisors 'Bullish' on Growth, but Barriers Remain for RIAsNew forms of competition continue to represent the largest hurdle, according to the firm's latest Independent Advisor Outlook Study.
June 08, 2021
IRS Says It Needs Budget Boost to Crack Down on Wealthy Tax CheatsThe IRS' budget request provides for increased resources to hire specialized agents, Commissioner Rettig says.
June 08, 2021
Target Date Funds: A 'Time Bomb' in a Retirement Tool for the Masses?The GAO will investigate target date funds. What does that mean for the multitrillion-dollar industry?