Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
House Passes Full 'Tax Reform 2.0' Package
By Melanie WaddellThe House on Friday passed the third and final bill, the Family Savings Act, H.R. 6757.
September 14, 2018
House Panel Advances 'Tax Reform 2.0' BillsLawmakers also agreed on a bill that will prevent an Oct. 1 shutdown.
September 12, 2018
Muni Bond Issuers Reach Out to Individual Investors (and Their Advisors)With year-end tax planning and rebalancing in mind, financial advisors are well-advised to keep an eye out for large new-issue offerings.
September 04, 2018
Congress Back in Action With Kavanaugh Hearings, Tax Reform 2.0Republicans "will push hard for a 'tax cut 2.0 bill,'" says Greg Valliere of Horizon Investments.
July 18, 2018
Trump's Tax Cut Hasn't Done Anything for WorkersWages were supposed to rise. Instead, they've fallen.
July 09, 2018
New Shortened Tax Form Coming for 2018The form, intended to be the size of a postcard, is about a page long, about half the size of the current form.
June 26, 2018
Are Roths the Future of 401(k)s?Tax rates will change, says one plan consultant, and savers can hedge their bets by adding Roths to the 401(k) mix.
June 26, 2018
'Tax Reform 2.0' Coming After July 4 Break: BradyA package of bills is expected to address charitable contributions and retirement savings measures.