Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Planning Tool Shows Impact on Retirement Plans
By Danielle AndrusMassMutual launched a tool for advisors working with small business owners to help show their clients the way tax changes that take effect this year will impact their retirement plans.
July 30, 2013
UBS Improves Profits 32%; U.S. Advisors Top $1M in Average FeesThe Swiss-based investment banks adds reps in the U.S.,though its growth in asset flows is weakening.
July 29, 2013
Is India Turning a Corner?Only three years ago, India was shaking off the effects of the global financial crisis better than most, but today India is going through a surprise soft patch that cannot be blamed purely on externalities.
July 29, 2013
The Clock Is Ticking on GRATsThe current low interest rate environment may present a problem for many planning scenarios, but a grantor retained annuity trust can actually thrive in such an environment, at least for now.
July 29, 2013
The clock is ticking on GRATsCould your high-net-worth client benefit from a grantor retained annuity trust? Better act fast.
July 29, 2013
The clock is ticking on GRATsCould your high-net-worth client benefit from a grantor retained annuity trust? Better act fast.
July 26, 2013
Everybody loves a conspiracyWhat if the Patient Protection and Affordable Care Act wasnt anything but another part of Obamas stimulus package?
July 26, 2013
6 clients who could benefit from a Roth conversionIf your client fits into one of these categories, a switch to a Roth IRA might be a good idea.