Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
RMDs From Client IRAs: An Unconventional ESA Funding Tool
By William H. Byrnes, Robert BloinkRequired minimum distributions can seem like a burden to some clients by increasing their tax liability. One solution: funneling RMDs into an education savings account.
October 08, 2015
Hillary Clinton: My plan to prevent the next financial crashPraising the Dodd-Frank Act, and "never having to bail out the big banks again," Clinton proposes more regulations for the financial industry.
October 08, 2015
Hillary Clinton: My plan to prevent the next financial crashPraising the Dodd-Frank Act, and "never having to bail out the big banks again," Clinton proposes more regulations for the financial industry.
October 06, 2015
12 Worst Financial Advisors in America: 2015Trading on religion and military service proved to be no barrier for some errant financial advisors.
October 06, 2015
NAIFA team to DOL: Make the fiduciary rule workable — or else!If the DOL doesn't "stand down" on its fiduciary proposal, then NAIFA is prepared to ratchet up the pressure on Congress.
October 06, 2015
NAIFA team to DOL: Make the fiduciary rule workable — or else!If the DOL doesn't "stand down" on its fiduciary proposal, then NAIFA is prepared to ratchet up the pressure on Congress.
October 05, 2015
Cadillac dreamsMany oppose the excise tax and killing it would poke an $87 billion hole in the budget.
October 02, 2015
Top Portfolio Products: Schwab Adds Commission-Free ETFsThere are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.