Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Spend Now, Pay Later, Planners Caution
By Jim ConnollyFinancial advisors assail the 'spend now, pay later' habits of workers who take cash rather than roll over 401(k) money when they change jobs, according ...
September 01, 2006
Extending SavingsCareless treatment of retirement plan assets at the owner's death could cost beneficiaries hundreds of thousands of dollars in tax-deferred growth. However, even those with...
September 01, 2006
Get Moving on New Tax ActThere is nothing like a new tax bill to give you something to talk about with your clients. The Tax Increase Prevention and Reconciliation Act...
August 13, 2006
Do Seniors Need Greater Protection Than Anyone Else?It seems as though almost every issue of the insurance trade press covers new legislative and regulatory initiatives to "protect" seniors from financial fraud and ...
August 13, 2006
Do Seniors Need Greater Protection Than Anyone Else?It seems as though almost every issue of the insurance trade press covers new legislative and regulatory initiatives to "protect" seniors from financial fraud and ...
August 13, 2006
Estate Tax Cutters: 'We'll Be Back'Supporters of deep cuts in the federal estate tax may have failed Aug. 3 to win enough votes in the Senate to force debate on ...
August 13, 2006
Estate Tax Cutters: 'We'll Be Back'Supporters of deep cuts in the federal estate tax may have failed Aug. 3 to win enough votes in the Senate to force debate on ...
August 10, 2006
UnitedHealth Postpones Filing 10-QA large managed care company says it needs more time to determine how a review of a stock option program will affect its financial statements.UnitedHealth ...