Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Extenders Bill in Jeopardy as Debt Limit Looms
By Melanie WaddellNo one has any idea how to pay for that, one analyst says.
October 29, 2014
3 Reasons to Wait Until Retirement for a Roth IRA ConversionGenerally, converting to a Roth IRA at a young age allows more time for tax-free growth. But there may be other factors at play.
October 29, 2014
Under the Hood: What You Need to Know About Wills, Pt. I: The ChecklistFinancial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.
October 28, 2014
U.S. Pensions Pulling Back on Alts as Rest of World Piles In: SurveyThe view on alternative investments is one of several areas where U.S. institutional investors diverge from those abroad, a study found.
October 28, 2014
Mobile Financial App Users More Likely to Report Big Returns: FidelityPlus, the majority say they do mobile investing and research in the bedroom or in front of the TV.
October 27, 2014
Investing Implications of InversionsShould your clients be investing in companies that have recently undergone a corporate inversion?
October 27, 2014
Communicating So Clients Really ListenAccording to the British bank Lloyds, the average person's attention span these days is five minutes. Does that startle you? It should.
October 23, 2014
IRS Boosts Retirement Plan Contributions for 2015The IRS announced cost-of-living contribution increases for pension and other retirement plans for 2015.