Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Disability Insurance Observer: Taxes
By Allison BellMaybe income protection providers could borrow a little PPACA panic energy.
January 23, 2015
New Roth 401(k) rollovers maximize after-tax contribution valueClients are focusing on retirement income savings strategies for the year, such as options for maximizing the value of employer-sponsored retirement accounts.
January 23, 2015
Charities Get a Carve-Out in Obama’s SOTU Tax ProposalsObama's plan to close the "trust fund loophole" for capital gains taxes on inherited assets has a loophole of its own.
January 22, 2015
Obama Signals Support for DOL Fiduciary RedraftAs both sides gird for battle over the DOL measure, expected to be released any day now, the White House appears ready to lend support.
January 22, 2015
DNA Holds the Key to What Financial Consumers WantAs with Americans' ignorance of many other matters, most investors dont know a fiduciary from a Form ADV. And they dont want to.
January 22, 2015
Student Debt Could Be Discharged in Bankruptcy Under New House BillMeanwhile, college savings proponents are rebelling against one of Obama's college-related proposals.
January 21, 2015
Obama’s State of the Union Financial Proposals Draw Praise, CriticismIndustry trade groups and lawmakers were quick to weigh in on Obama's plans, or lack thereof, on cybersecurity, Dodd-Frank, taxes and entitlement reform.
January 20, 2015
New Roth 401(k) Rollovers Maximize After-Tax Contribution ValueThe increasing availability of in-plan Roth 401(k) rollovers has changed the retirement income planning landscape, especially for small-business owners, but the rules are tricky.