Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
403(b) Plans 'Remarkably' Healthy After Recession, PSCA Survey Finds
By John SullivanDespite a potentially crushing recession, the 403(b) retirement plan system appears to be healthier than ever. That's the finding from a survey released last week from the Profit Sharing/401k Council of America (PSCA).
May 17, 2010
Dodd Bill Cloture; Inflation News; New Fears of Euro Contagion: Advisor Briefing for the Week of May 17, 2010What's happening this week.
May 07, 2010
Phil Demuth, Advisor and Bestselling Author, on Why Roth Conversions Are Falling FlatIt was supposed to be the perfect confluence of events. Tax law changes embedded in the Tax Increase Prevention and Reconciliation Act of 2005 lifted income restrictions on those converting from Traditional IRAs to Roth IRAs in 2010.
May 07, 2010
Weekend interview: Phil Demuth, advisor and bestselling author, on why Roth conversions are falling flatIt was supposed to be the perfect confluence of events. Tax law changes embedded in the Tax Increase Prevention and Reconciliation Act of 2005 lifted...
May 05, 2010
Conversions of Roth IRAs Can Build Charitable LegacyUsing a 2010 Roth conversion to enhance charitable giving benefits clients and advisors alike
May 05, 2010
UBS Americas Now at 6,870 FAs; Assets Up but Outflows ContinueUBS's reported a first-quarter profit of roughly $2.9 billion, topping analysts' expectations and giving the Swiss-based investment bank its best results in nearly three years vs. a loss of about $2.6 billion in the same year-ago period.
May 04, 2010
Pending Home Sales Surge; Factory Orders JumpExpiring tax credit maintains spell on home buyers; rise in orders is unexpected
May 03, 2010
Greece and Reform Amendments, Hearings and Jobs: Editor's Choice for the Week of May 3, 2010What's happening this week.