Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Working Past 70½? Skip the 401(k) RMD Without Penalty
By Robert Bloink, William H. ByrnesFor clients working past age 70, there is an exception allowing them to defer their 401(k) RMDs until retirement, Professor Robert Bloink says.
October 20, 2017
Trump Wins Path to Tax Bill in Senate Budget, but It’s Not EasyThe budget measure passed, but sharp divides over an array of non-binding amendments revealed the towering challenge Trump faces from here.
October 20, 2017
Tax Reform Focus on Stock OptionsThe GOP tax reform framework contains few details but has rattled tax planning for high income clients who are compensated with stock options.
October 19, 2017
9 New 2018 Tax Numbers to KnowHere are IRS updates that will affect insurance, estate and annuity planning.
October 18, 2017
10 Most Tax-Friendly States: 2017From property taxes to estate and "sin" taxes, there are plenty of ways states can charge you. Kiplinger ranked the states with the best deals.
October 18, 2017
IRS Withdraws Estate, Gift Tax Valuation RegulationsThe Obama-era rules are among eight "tax burdens" that the Trump administration wants to eliminate.
October 12, 2017
Trump's Tax Plan Goads Wal-Mart, Comcast to Buy Back BondsThe shift could lead to unexpected activity in bond portfolios.
October 12, 2017
Bob Corker Is Just the Beginning of Trump's Tax-Cut ProblemsOther problems include Paul, Collins, Murkowski, McCain, and Heller and Flake.