Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senate Chooses Middle Road On Estate Taxes
By Arthur D. PostalMembers of the Senate today indicated that they want to reduce estate taxes without eliminating estate taxes.Senators delivered that message through votes on a series ...
March 02, 2008
Estate Tax Reform Bills Proliferate But Congressional Action StallsWith the clock ticking toward expiration of current law in 2010, at least 15 bills have been filed in Congress this year to either repeal ...
February 28, 2008
Tax Deferral Key to Generating Income, Saving MoreTax deferral is vital for accumulating more savings and generating more retirement income, according to a new white paper released by Jefferson National, and the key is using a low-cost, no-load tax-deferred investment platform such as a no-load, flat-insurance fee variable annuity after maxing out contributions to other vehicles such...
February 22, 2008
Supreme Court Says 401(k) Participants Can SueThe Supreme Court ruled February 20 that a participant in a 401(k) plan can sue to recover losses in his 401(k) account when the plan...
February 12, 2008
Top Two Corporate Bond Platforms MergingThe two leading retail corporate bond platforms are about to merge. Incapital announced February 10 that it has entered into a definitive agreement with Bank of America to acquire its LaSalle Broker Dealer Services Division.
February 01, 2008
5 tips to reduce taxes on IRA earnings and, conversely, avoid penalties1. Advisors should enable clients to maximize the nature of growing money tax-free with a Roth IRA, whether they are investing in traditional stocks and bonds or alternative assets like private stock, real estate, tax liens and others. 2. The
February 01, 2008
Expansion of AMT Put OffA flurry of last-minute year-end legislative action by the first session of the 110th Congress included a bill that postpones by a year expansion of...
February 01, 2008
Bad News for Currency ETNsThe tax advantage of exchange-traded notes (ETNs) linked to currencies has evaporated and the status of notes linked to commodities and stocks remains in limbo. In...