Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Annuities and taxes, part 2: Variable immediate annuity payments
By Tax Facts OnlineHow are payments under a variable immediate annuity taxed?
March 07, 2013
6 Tips for Shared Financial BlissWhats the cost of shared financial bliss? Salient question from TD Ameritrade, and one they answer.
March 07, 2013
For Tax Identity Thieves and Phishers, Business Is BoomingAccording to the National Taxpayer Advocates 2012 annual report to Congress, ID theft is mushrooming into a far bigger problem in the tax arena than many taxpayers may suspect.
March 06, 2013
Legacy planning with IRAsLeaving heirs an IRA could create a legacy of fees, taxes and, potentially, debt.
March 06, 2013
Annuities and taxes, Pt. 1: Contract paymentsWhat general rules govern the income taxation of payments received under annuity contracts?
March 06, 2013
Annuities and taxes, Pt. 1: Contract paymentsWhat general rules govern the income taxation of payments received under annuity contracts?
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.