Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Issues Rollover Guidance
By Dan BermanThe IRS has issued guidance for employers whose 401(k) plans offer Roth IRA accounts.
February 19, 2014
‘Free Ports’ for Storing Clients’ Valuables: The Pros and ConsYour high-net-worth clients may save on taxes by using free ports, but these warehouses filled with valuables are anything but free.
February 18, 2014
Mining for prospects: 5 popular techniques used by advisorsBy far the most popular prospecting technique is also the most effective: securing introductions through referrals.
February 18, 2014
Mining for prospects: 5 popular techniques used by advisorsBy far the most popular prospecting technique is also the most effective: securing introductions through referrals.
February 18, 2014
Friedman: 5 U.S. Budget Battles Yet to FightWhile Congress recently avoided a government shutdown, five big fiscal issues remain unresolved, says The Washington Update's Andy Friedman.
February 14, 2014
Changes Afoot in Washington Well Ahead of Midterm Elections"Its virtually certain that Republicans will retain control of the House and now are within striking distance of taking the Senate, says strategist Valliere.
February 07, 2014
11 more annuity tax facts you need to knowWondering how payments under a variable immediate annuity are taxed? Curious as to when the exchange of one annuity for another is nontaxable? You've come to the right place.
February 07, 2014
11 more annuity tax facts you need to knowWondering how payments under a variable immediate annuity are taxed? Curious as to when the exchange of one annuity for another is nontaxable? You've come to the right place.