Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Eight Questions to Ask About Roth Conversions
By Andrew RiceIs a Roth conversion in your client's best interest--or is it a roll of the dice?
August 24, 2010
Fidelity College Cost Study Shows Advisors Help Parents SaveAs many parents dip into retirement savings to pay for their children's college educations, the parents who work with a financial advisor are saving more for college costs, Fidelity Investments reported in a study released Tuesday, August 24.
August 23, 2010
Elections, Speeches, GDP and Lehman: Advisor Briefing for the Week of August 23, 2010What's happening this week.
August 16, 2010
GM IPO, Leading Indicators and China's No. 2: Advisor Briefing for the Week of August 16, 2010What's happening this week.
August 13, 2010
Fidelity Gift Fund Reports Surge in Grant ContributionsFidelity Charitable Gift Fund's (Gift Fund) donors made more than 152,000 grants totaling $531 million to nonprofits nationwide during the first half of 2010.
August 12, 2010
Morningstar Fund Flows for July Show Investors Shunning U.S. StocksInvestors continue to shun U.S. stocks and are increasingly putting their money into funds that feature bonds, commodities, and alternative investments, according to the latest research from Morningstar.
August 09, 2010
Freddie Mac Reports Q2 Loss of $6 Billion to Common StockholdersFreddie Mac reported a net loss attributable to common stockholders of $6.0 billion, or $1.85 per diluted common share, for the second quarter of 2010, compared to a net loss attributable to common stockholders of $8.0 billion.
August 09, 2010
Geithner: Social Security Payments Exceed Revenue for 1st TimeThe Boards of Trustees for Social Security and Medicare released their annual financial status reports on the two programs