Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
January 17, 2025
Surging Rates Stoke GOP Tensions on Paying for Tax CutYields on 10-year Treasurys are double what they were just before Trump started his first term.
January 10, 2025
Who Benefits Most From Extending Trump's Tax Cuts? Likely the Wealthy: TreasuryFamilies across the board would see lower taxes, but the largest cuts would go to the highest earners.
December 26, 2024
Washington State’s Wealth Tax Debate Is Heating UpOpinions are divided over Gov. Jay Inslee's proposal, with critics including entrepreneur Nick Hanauer.
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.