Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Curian Survey: Advisors Surprise on Interest Rates, Social Media
By John SullivanA survey of 2,000 advisors found that advisors are optimistic about the economy compared with previous years.
May 28, 2013
State of the market for non-qualified deferred comp plansAs analysts explore the impact on the economy and federal budget discussions continue, financial professionals are supporting their clients with planning ideas to help meet the challenges of this new tax environment.
May 28, 2013
Don’t Let Elderly Die Without Paying Their Bills: KotlikoffEconomist Laurence Kotlikoff, who's advising on upcoming legislation on how to recalculate U.S. debt, says, Rich older people need to pay more in taxes and consume less.
May 27, 2013
S-curve explosionsWithout your help, the IRS might wind up your clients' biggest beneficiary.
May 27, 2013
S-curve explosionsWithout your help, the IRS might wind up your clients' biggest beneficiary.
May 23, 2013
Where Does the Money Go in IRAs?Its a salient question asked and answered by the EBRI in its latest analysis of the savings plans.
May 22, 2013
Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.
May 21, 2013
What It Means to Be an AdvisorAn outspoken group of top advisors convened at the Curian Conference in Chicago to sound off on everything from the political climate to women as a niche market to retirement income and behavior, and more.