Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Obama’s Effort to Limit Charitable Deductions Faces House Pushback
By Michael S. FischerThe Senates budget seeks to limit the amount by which affluent taxpayers can itemize deductions, including charitable donations. But the plan is unlikely to go far in the House.
March 20, 2013
IRAs and Taxes, Pt. 2: IRA RolloversThe experts at Tax Facts Online on converting a retirement plan to a Roth IRA.
March 20, 2013
10 best pieces of tax advice from financial plannersMake sure your clients know these ten tax truths.
March 20, 2013
Advisors, rethink your role in Roth IRA conversions: INGRetirement plan advisors can grow their business by showing sponsors how participants can now convert pretax dollars to an after-tax Roth account, says ING's Kaplan.
March 20, 2013
Advisors, rethink your role in Roth IRA conversions: INGRetirement plan advisors can grow their business by showing sponsors how participants can now convert pretax dollars to an after-tax Roth account, says ING's Kaplan.
March 19, 2013
IRAs and Taxes, Pt. 1: When Are IRA Funds Taxed?The experts from Tax Facts Online on the tax treatment of individual retirement accounts.
March 19, 2013
Congress Gets Ready to Tackle Tax Reform, BudgetCongress is abuzz with activity this week as lawmakers start overhauling the tax code and plan to finish a continuing resolution to fund the government.
March 18, 2013
Taxes, Social Security Weigh on Boomers’ Retirement PlanningMore than half of middle-income boomers said they would save less for retirement if income taxes rose, according to the Insured Retirement Institute.