Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Members of ‘Gang of Six’ Warn About Fiscal Cliff at SIFMA Conference
By Michael K.StanleyAt SIFMAs annual meeting, Sens. Saxby Chambliss, R-Ga., and Mark Warner, D-Va., discussed the fiscal cliff and Americas future competitiveness in the global marketplace.
October 23, 2012
ETFs for Tax PlanningExchange-traded funds are often regarded as more tax efficient than traditional mutual funds largely due to the fact that many ETFs have been able to avoid the annual capital gains distributions that often frustrate investors in traditional mutual funds.
October 23, 2012
Robert Pozen: What’s the Answer for Corporate Taxes?How do we reduce the corporate tax rate without adding to the deficit?
October 19, 2012
IRS Raises 401(k) Contribution LimitsWhile an extra $500 a year might not sound like much, compounding interest over a 20- or 30- year period could result in a sizable sum.
October 19, 2012
The fear factor in financial planningMarket turbulence has pushed consumers to guaranteed products like annuities.
October 18, 2012
Best and Worst 529 College Plans for 2012: MorningstarWhats striking this year is the big pool of winners, a reflection of the improvement in the 529 industry since it hit bottom in 2008and seven of the 27 medalists are advisor-sold.
October 18, 2012
Merkel Calls for Financial Transaction Tax-Funded Aid PlanChancellor Angela Merkel of Germany raised the prospect of a new European aid fund that would be used to help struggling eurozone countries finance projects to improve their fiscal well-being and make them more competitive.
October 17, 2012
How Obama’s and Romney’s Tax Plans Will Affect Your ClientsBeyond the debate hype, what President Obama and Gov. Romney really propose on taxes, and what those proposals will mean for your clients.