Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
11 ways the 2014 elections will impact your wallet
By John S. KiernanOne of the most important considerations lingering in the aftermath of the elections is what increased Republican power means for our wallets.
September 29, 2014
GOP May Take Senate, but No End to DC Dysfunction: Political PunditsInside-the-Beltway political 'handicappers' Stuart Rothenberg and Charlie Cook tell IRI crowd not to expect tax reform even if Republicans take control of the Senate.
September 19, 2014
JPMorgan’s Kelly: U.S. Economic Recovery ‘Like an Irish Summer’Recovery has been damp and disappointing, David Kelly says, but decline in unemployment is encouraging. If only the housing market would recover
September 18, 2014
GAO Report pegs IRA account balances at $5.2 trillionMost taxpayers have IRA balances below $1 million, but some have balances topping $5 million.
September 18, 2014
GAO Report pegs IRA account balances at $5.2 trillionMost taxpayers have IRA balances below $1 million, but some have balances topping $5 million.
September 18, 2014
Taking the pulse of advisorsIndependent advisors at a NAIFA reception mostly expressed optimism about the outlook for the industrys products.
September 10, 2014
NAIFA’s message to Congress: Leave our products aloneA tax reform bill could prove ruinous to Americans trying to save for retirement, plan for the future and protect against financial risks.
August 26, 2014
Is Warren Buffett a Hypocrite on Taxes?Hold the pickles, hold the lettuce, special tax deals dont upset Warren Buffett, who's having it his way with the Burger King tax inversion.