Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Trump Tax Reform Plan Could Roil Small-Business Retirement
By William H. Byrnes, Robert BloinkWhile many small-business clients would welcome the lower tax rate for pass-through income, it could hinder these clients retirement planning options.
September 28, 2017
Tax Reform Is Coming. But First ...The GOP tax outline will probably see plenty of changes, but markets will like the final outcome, says Greg Valliere of Horizon Investments.
September 27, 2017
New GOP Tax Framework Includes Caregiver Tax CreditThe 9-page document also calls for killing the estate tax and keeping deductions for charitable giving.
September 27, 2017
GOP Touts Simpler Tax Filing as a Goal of ReformRep. Kevin Brady predicts 90% of filers will be able to fit their tax returns on a postcard.
September 27, 2017
Democrats Blast Trump Tax Outline, See ‘Rothification’ of 401(k) PlansAdvocates for retirement savers had a mixed reaction to the tax reform blueprint.
September 27, 2017
Trump Will Let Congress Decide on Tax Rate for Top EarnersThe plan cuts the corporate rate to 20% and kills a trillion-dollar deduction.
September 20, 2017
Lagarde Says Trump’s Slow Pace on Tax Reform Hurts GrowthU.S. delays on tax reform and infrastructure spending could frustrate the Trump administrations efforts to almost double economic growth, IMF Managing Director Christine Lagarde said.
September 14, 2017
Republicans Need a Tax Plan for 2017, Not 1981The conservative Weekly Standard warns Republicans not to design a tax reform patterned on the one that Reagan signed in his first year as president.