Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
New Tax Law, Said to Squelch Giving, Could Actually Boost It
By Michael S. FischerAn analysis of the new law as part of the fiscal cliff deal finds that it has negligible effects on the tax incentive for charitable giving. In fact, it increases the incentive to give.
March 07, 2013
Annuities and taxes, part 2: Variable immediate annuity paymentsHow are payments under a variable immediate annuity taxed?
March 07, 2013
Losing tax incentives would hurt boomers, annuity salesAlmost one-fifth of investors cited tax-deferred growth as the main reason for purchasing an annuity.
March 07, 2013
Losing tax incentives would hurt boomers, annuity salesAlmost one-fifth of investors cited tax-deferred growth as the main reason for purchasing an annuity.
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?