Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
March 16, 2008
Senate Estate Tax Consensus EmergingA consensus appears to be emerging in the Senate to reform rather than repeal the estate tax going forward--and to act before 2010, when the ...
March 16, 2008
Senate Estate Tax Consensus EmergingA consensus appears to be emerging in the Senate to reform rather than repeal the estate tax going forward--and to act before 2010, when the ...
March 13, 2008
Senate Chooses Middle Road On Estate TaxesMembers 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 13, 2008
Senate Chooses Middle Road On Estate TaxesMembers 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 ...
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