Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRAs and Taxes, Pt. 2: IRA Rollovers
By Tax Facts OnlineThe experts at Tax Facts Online on converting a retirement plan to a Roth IRA.
March 20, 2013
Advisors, rethink your role in Roth IRA conversions: INGRetirement plan advisors can grow their business by showing sponsors how participants can now convert pretax dollars to an after-tax Roth account, says ING's Kaplan.
March 19, 2013
IRAs and Taxes, Pt. 1: When Are IRA Funds Taxed?The experts from Tax Facts Online on the tax treatment of individual retirement accounts.
March 19, 2013
Congress Gets Ready to Tackle Tax Reform, BudgetCongress is abuzz with activity this week as lawmakers start overhauling the tax code and plan to finish a continuing resolution to fund the government.
March 18, 2013
Taxes, Social Security Weigh on Boomers’ Retirement PlanningMore than half of middle-income boomers said they would save less for retirement if income taxes rose, according to the Insured Retirement Institute.
March 18, 2013
El-Erian on Cyprus: ‘Europe Lit Two Sticks of Dynamite’Bond chief says the island's plan to tax bank deposits risks social unrest.
March 18, 2013
An Overlooked Way of Using the Tax Code for Social PolicyWe know the mortgage interest deduction encourages homeownership, but what are the benefits of the depreciation allowance for rental properties?
March 15, 2013
Congress Starts Work on Tax Code ReformWhile skepticism remains, committees in both houses start high-profile work on reform.