Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
As Goldman Fraud Case Raises SEC Self-Funding Issue and Reform Bill Looms, Schapiro Talks to IA on Reform
By Melanie WaddellIn exclusive interview, SEC Chairman comments on Dodd bill, fiduciary standard, and 12b-1 fees
April 18, 2010
New Ways & Means Chairman Seeks To Jump-Start Estate Tax FixThe new chairman of the House Ways and Means Committee wants to move quickly to resolve the estate tax issue, but believes the next step must be taken by the Senate, according to a spokesman.
April 18, 2010
Tax Provisions In Health Reform Act Are Starting To Become ClearerHealth care reform legislation contains a number of provisions that will impact insurance agents and the products they sell.
April 15, 2010
Financial advisors - True American heroes"The main difference that we came out of there with was, 'do you want to rein in Wall Street?'" That particular Pelosi quote made my head...
April 15, 2010
Boomers unenthused by changing Roth rulesFew boomers are jumping at the chance to convert their traditional IRAs into Roth IRAs. TheStreet.com reports on a survey by USAA which found...
April 08, 2010
Our march through EuropeI hesitated with the title, considering 'toward' rather than 'through,' but went with the latter because I believe we're already there. Consider: an exponential leap...
April 08, 2010
Investors Pump Cash Into IRAs Before Tax Deadline, Fidelity FindsAnnual survey gives snapshot into April frenzy
April 07, 2010
USAA: Roth Switch Deemed Too TaxingMany baby boomers are aware of tax law changes for Roth IRA conversions, but few plan to convert, believing that income tax rates will be lower in retirement, a new survey finds.