Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
How to Plan Around Tax Politics
By Jane Wollman RusoffDon't rush to make big changes, Roger Young of T. Rowe Price cautions advisors.
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.
November 12, 2024
What the GOP's Tax Plan Might Actually Look LikeThe expanded estate tax exemption will likely remain, but SALT could be a sticking point, two experts say.
November 06, 2024
Haddad BrandsTrump will now have to offer details of all the cuts he floated in recent months, says Greg Valliere.
November 04, 2024
On Election Day, Here's What Advisors Are Watching"Things are volatile and emotions are running high, which can lead to bad decisions," one advisor cautions.
October 23, 2024
The Big Post-Election Surprise Awaiting InvestorsA "perfect fiscal policy storm" is coming, says Jeff Bush of The Washington Update.
October 21, 2024
Trump's Tariffs, Tax Plans Could Bankrupt Social Security by 2031: ReportResearchers warn cutting taxes on Social Security benefits, tips and overtime would leave Social Security insolvent years earlier.