Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
December 19, 2024
New Bill Allows U.S. Expats to Be Taxed as 'Non-Residents'Americans living abroad could elect to taxed only on U.S.-sourced income and gains.
December 16, 2024
What's Next for the Markets in 2025? Tune In Dec. 18Carson Group's Ryan Detrick, Hightower's Stephanie Link and Orion's Tim Holland look ahead, at 1 p.m. ET.
December 13, 2024
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBOThe projected value of changing asset transfer rules and cutting IRA and 401(k) contributions is up from $209 billion in 2020.
December 10, 2024
Trump Will Have a Big Impact on Client PortfoliosYes, the next four years will be very different from the past four.
December 04, 2024
Dissecting a GOP Senator's Misleading Social Security AttackWhile it’s fair to criticize the program’s shortcomings, stretching the truth doesn’t benefit anyone.
December 03, 2024
How to Plan Around Tax PoliticsDon't rush to make big changes, Roger Young of T. Rowe Price cautions advisors.
December 03, 2024
Congress May Poach Retirement Benefits to Pay for 2025 Tax Cuts"Rothification" of 401(k)s or a rollback of the RMD age extension could be on the table.
December 03, 2024
A Tax Facts Debate: Pros and Cons of Trump’s 2025 Tax PlansDon’t miss the opportunity to hear from two leading tax experts and prepare for what’s ahead in 2025.
November 26, 2024
7 Big Unknowns That Could Shake Up Retirement PlanningWith promised tax cuts to fund and Social Security insolvency looming, policy changes could be coming in 2025.
November 22, 2024
Expect Secure 3.0 and a Major Tax Bill Next YearTax cuts will likely be fast-tracked in 2025 as Secure 3.0 takes shape, a former DOL official says.