Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
USAA: Roth Switch Deemed Too Taxing
By Staff WriterMany 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.
March 29, 2010
Editor's Choice for the Week of March 29, 2010: Market Moving News for This Week--Hearing From Constituents and Waiting for Jobs ReportWhat's happening this week.
March 26, 2010
Corporate Sponsors Demand Pension Contribution ReliefWith their bills coming due in April, employers are calling on Congress to enact temporary relief of their pension funding obligations.
March 24, 2010
Doing the Planning, With Or Without An Estate TaxNow that 2009 has ended and Congress has not acted, there is no federal estate tax-for now at least. This development leads to a number of questions. Will Congress reenact the estate tax in 2010?
March 24, 2010
House Panel Chair Has Eye On Estate TaxRep. Sander Levin, the incoming chairman of the House Ways and Means Committee, is hoping to do something about the federal estate tax when the House returns from its Easter recess.
March 24, 2010
Doing the Planning, With Or Without An Estate TaxNow that 2009 has ended and Congress has not acted, there is no federal estate tax-for now at least. This development leads to a number of questions. Will Congress reenact the estate tax in 2010?
March 24, 2010
House Panel Chair Has Eye On Estate TaxRep. Sander Levin, the incoming chairman of the House Ways and Means Committee, is hoping to do something about the federal estate tax when the House returns from its Easter recess.
March 22, 2010
House Passes Obama Healthcare Reform BillLegislation goes to White House for President's signature