Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
NQ Deferred Comp Limit Provisions Stripped From Legislation--For Now
By Arthur D. PostalThe life insurance industry last week edged closer to its goal of having tax provisions that would have limited non-qualified deferred compensation packages stripped from ...
April 23, 2007
Comp Rider Cut From Wage BillWASHINGTON--The life insurance industry late Friday edged closer to its goal of having deferred compensation provisions stripped from pending minimum wage legislation.The National Association of ...
April 18, 2007
Tax Holiday Over for Fund ShareholdersA study from Lipper released April 17 says that buy-and-hold shareholders paid $23.8 billion in taxes on a record high $418.5 billion in distributions in 2006; that's a big bite out of total returns.
April 08, 2007
The Roth Revolution Equals Wealth Transfer Planning PowerA Roth IRA is potentially a very powerful wealth transfer planning product. This is due to the deferred tax liability upon conversion and the absence ...
April 08, 2007
The Roth Revolution Equals Wealth Transfer Planning PowerA Roth IRA is potentially a very powerful wealth transfer planning product. This is due to the deferred tax liability upon conversion and the absence ...
April 01, 2007
Grow by creating a personal MPDSo we keep hearing the buzzword about "boutique" practices that offer advice across multiple areas or disciplines, such as financial planning, estate planning and tax planning. I commonly refer to this type of practice as a "multi-disciplinary
April 01, 2007
Senate Votes Show Repeal Of Estate Tax Is Losing SteamThe Senate took several votes on the estate tax during the week of March 19 that a top insurance trade group official said "would represent ...
April 01, 2007
Senate Votes Show Repeal Of Estate Tax Is Losing SteamThe Senate took several votes on the estate tax during the week of March 19 that a top insurance trade group official said "would represent ...