Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Legacy planning with IRAs
By Philip E. HarrimanLeaving heirs an IRA could create a legacy of fees, taxes and, potentially, debt.
March 06, 2013
Annuities and Taxes, Pt. 2: Variable Immediate Annuity PaymentsThe Tax Facts Online experts explain the tax implications of receiving a payment through a variable immediate annuity.
March 05, 2013
Annuities and Taxes, Pt. 1: Contract PaymentsThe Tax Facts Online experts break down what an annuity contract is and what general rules govern the income taxation of payments received under annuity contracts.
March 05, 2013
Legacy planning with IRAsLeaving heirs an IRA could create a legacy of fees, taxes and, potentially, debt.
March 05, 2013
Top 10 Tax Cheats: the Big, the Bad & the WeirdFrom the infamous Al Capone to our top choice (you wont believe what job he held before his conviction), these 10 learned the lesson the hard wayand some learned it repeatedly.
March 04, 2013
Spending cuts unpopular yet not set to go awayThe spending cuts are here to stay if you believe the public posturing Sunday.
March 04, 2013
The U.S. Tax System: How Did We Get Here? Pt. 1, the Early YearsIn tax season 2013, a look back at the very beginnings of taxation in the U.S., and Americans' attitudes toward taxes.
March 01, 2013
Are Your Investments Tax-Efficient?Despite Washington's antics, many of the issues with tax-efficient investing have remained surprisingly constant, David Peterson of United Capital says.