Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
View: The Cadillac plan tax will not survive
By Megan McArdleAffluent people like their benefits, and providers like their income.
February 01, 2016
5 Roth IRA myths you can’t afford to believeWe must dispense with the false notion that age has anything to do with whether your client should convert to a Roth IRA.
January 29, 2016
Sally Pipes proposes PPACA replacement planThe Pacific Research Institute president prescribes age-based tax credits, HSAs, and vouchers.
January 27, 2016
Clinton, Sanders would bypass Congress to tax the rich — a bitRomney's IRA strategy is a popular target.
January 22, 2016
5 reasons why UnitedHealth wants to quit PPACAYou know UnitedHealth wants to leave PPACA but here are 5 reasons why.
January 21, 2016
Tax law changes affecting your clientsAgain for this year, we had some tax laws extended by Congress through 2016 or 2019, but some were actually made permanent.
January 21, 2016
Tax law changes affecting your clientsAgain for this year, we had some tax laws extended by Congress through 2016 or 2019, but some were actually made permanent.
January 21, 2016
Recruiting Roundup: Raymond James Grabs $2M Team from Wells Fargo, DavenportMeanwhile, Merrill Lynch adds a wealth strategist in Miami; Focus Financial draws large RIA in New York.