Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
For High Earners Reluctant to Go Roth, There's Another 'Catch-Up' Option
By John ManganaroWorkers who must make 401(k) catch-up contributions to a Roth next year could fund an HSA instead.
October 10, 2025
Levine, Slott: Retirees’ Taxes May Rise — or NotJeff Levine and Ed Slott argue that the odds are good, but nobody has a policy crystal ball.
September 18, 2025
Billionaire Tax Bill Is BackThe bill would raise more than $500 billion without increasing tax rates, said Sen. Ron Wyden.
September 03, 2025
GOP Wants a Second Big Tax and Spending Bill but Faces HeadwindsAfter the One Big Beautiful Bill Act, there are few incentives left to entice swing-state lawmakers.
September 02, 2025
Would Taxing Workplace Health Benefits Help Save Social Security?Such a policy change would decrease the program's funding shortfall, researchers say, but there’s a catch.
August 11, 2025
Trump Accounts: An Overbuilt, Underwhelming New Savings ToolThe $1,000 seed money is a good perk, but there are better investing vehicles for clients' children.
August 01, 2025
New Tax Law Eases Reporting Rules for Gig Work, Payment AppsThe One Big Beautiful Bill made a change that could greatly reduce 1099 reporting burdens for some clients.
July 31, 2025
What Tax-Free Home Sales Could Mean for Wealthy AmericansJeff Levine says proposed legislation might lead to some "VERY interesting" capital allocation decisions.