Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Why Not Do a Roth Conversion?
By Kevin J. Meehan, Todd DivenNew tax laws for 2010 removed the income cap for IRA-to-Roth IRA conversions, presenting financial advisors and their clients with an interesting opportunity for investing in Roth IRAs.
October 25, 2010
Taking the InitiativeWith just over a week left until mid-term elections, races for the many governorships and Congressional seats at stake are kicking into high gear. In ...
October 25, 2010
Eight Questions to Ask About Roth ConversionsIs a Roth conversion right for everyone? Not everyone thinks so.
October 22, 2010
Weekly Earnings Highlights: BofA, BNY Mellon, Wells Fargo, Morgan Stanley, Raymond JamesA roundup of earnings highlights for the week of Oct. 18 compiled by the AdvisorOne staff.
October 21, 2010
Raymond James Tops Forecasts as Advisor Growth SlowsTotal advisor force falls to 5,334 in the quarter, down 41 from last year
October 21, 2010
Raymond James Tops Forecasts as Advisor Growth SlowsRaymond James Financial said late Wednesday that its net income rose 61% in the fiscal fourth quarter as total advisor force falls to 5,334 in the quarter, down 41 from last year.
October 21, 2010
IRS Gives Reporting Break to Employers for 2011In case you missed it, the Internal Revenue Service (IRS) released Notice 2010-69 on October 12.
October 18, 2010
Wealth and TaxesUnless Congress acts, taxes will rise for 2011 as Bush-era tax cuts expire.