Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Most Roth IRAs Born Through Contributions, Not Rollovers
By Emily ZulzA new ICI report compares Roth and traditional IRA holders on a wide range of data.
June 27, 2014
Andy Friedman: Why tax reform’s not happening soonAndy Friedman of The Washington Update says that tax reform is not yet inevitable.
June 27, 2014
Andy Friedman: Why tax reform’s not happening soonAndy Friedman of The Washington Update says that tax reform is not yet inevitable.
June 27, 2014
Andy Friedman: Why Tax Reform’s Not Happening Anytime SoonThe Washington Update's Andy Friedman explains the principles and high political hurdles to comprehensive tax reform, last achieved in 1986 under President Reagan.
June 27, 2014
Watchdog Suing for Easier Access to Nonprofits’ Tax FormsA judge ruled against the IRS' motion to dismiss a lawsuit by an advocacy group aiming to make nonprofits' Form 990s more accessible.
June 25, 2014
Mutiny? Brokers Are Embracing Fiduciary Standard, if Not Their EmployersDeutsche Bank suit and countersuit show that some brokers are putting their clients' interests first even when their employers dictate otherwise.
June 24, 2014
Cut College Debt Through Simpler Tax Incentives, Senator SaysThe Senate Finance Committee looked at ways to reduce student borrowing through the tax code. One possibility: boosting prepaid 529 plans.
June 23, 2014
Millennials Prefer Roth IRAs (and Boomers Should, too): T. Rowe PriceRecent T. Rowe Price research suggests Roth IRAs could be more advantageous than traditional IRAs for most investors, even many near retirement.