Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Strategist Valliere: Economy’s fundamentals ‘extremely good’
By John SullivanGreg Valliere says, "There was no fiscal cliff, there will be no government shutdown, there will be no debt default and the world according to the Mayan calendar did not happen.
January 21, 2013
Fiscal Cliff Deal: ‘A Missed Opportunity’While the fiscal cliff deal that was approved by the House and Senate on Jan. 1 was good news in that it sent the markets soaring and includes some changes that make financial planning easier, critics of the deal say that it fails to remedy the fiscal challenges that lie...
January 16, 2013
Defending your life: Tax reform and the inside buildupWithout the deferral of taxation on the inside build-up of life insurance, the product would be unaffordable and unavailable.
January 16, 2013
Defending your life: Tax reform and the inside buildupWithout the deferral of taxation on the inside build-up of life insurance, the product would be unaffordable and unavailable.
January 02, 2013
Tax reform: The battle has just begunLegislation approved by Congress over the last several days to avoid the fiscal cliff is a start but it's not a grand solution.
January 02, 2013
Industry girds for next tax battleInstructions and a process for tax reform could be in the next legislative session, said NAIFA President Rob Smith.
January 02, 2013
Fiscal Cliff Deal: The Good, the Bad and the UglyThe fiscal cliff deal that was approved by Congress sent the markets soaring Wednesday, but lawmakers and industry officials were quick to weigh in with their opinionspositive and negativeon the deal.
December 31, 2012
2013: A Senior's OdysseyFrom possible estate and income tax changes to securing a steady stream of retirement income, seniors and their advisors face a tough road in the year ahead.