Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
Hit by Natural Disaster? Tax Reform Tangles Tax Relief
By Robert Bloink | William H. ByrnesClients now must understand both the complexities that have always existed in claiming a loss deduction and the changes made by the tax law.
July 29, 2019
Supersize a Roth 401(k) With Backdoor ContributionsSome clients may be able to stretch the limits of a Roth's tax-free withdrawals by contributing to a backdoor Roth 401(k).
July 16, 2019
Boosting the Value of IRA Planning Strategies After the Tax Cut LawAdvisors must continue effectively communicating with clients to ensure that popular IRA planning strategies are executed properly.
May 28, 2019
Senators Rethink Short-Term Tax ExtendersBipartisan task forces are examining 42 temporary tax provisions with an eye on longer-term alternatives for some.
May 21, 2019
Surprise! A Dramatic Tax Increase for College Students on ScholarshipA correction of this unintended consequence of the 2017 tax cut bill is included the Secure Act, up for a vote this week.
April 16, 2019
Tax Reform Ruined Roth IRA Conversions, but Hope ExistsThe recharacterization door has closed, but a huge window to do Roth conversions while minimizing taxes has opened.
April 12, 2019
Focus on 401(k)s: The NUA Tax Minimization StrategyClients who are nearing retirement should take stock of the assets held within their 401(k)s while it is still early in the year.
March 18, 2019
Top 10 Tax Facts for 529 Savings Plans in 2019Many clients are somewhat confused by 529 plans, and Trump's tax reform law added to that confusion.