Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
What to Do if Congress Locks the Back Door on Roth IRAs
By Roger WohlnerAdvisors will have to act quickly if new tax rules eliminating backdoor and mega backdoor Roth IRA strategies are enacted.
September 16, 2021
Sen. Warren Pushes Wealth Tax to Help Fund Biden PlanAs lawmakers consider tax measures, Warren also touts her plans to hike taxes on the wealthiest corporations and permanently fund the IRS.
September 16, 2021
10 Tax Changes Advisors Need to Know in House Democrats' PlanAlthough the plan faces congressional hurdles, advisors and clients should start making crucial decisions now, Jeffrey Levine says.
September 15, 2021
House Panel Passes $2T in Tax Hikes, Including IRA LimitsThe House Ways and Means Committee approved tax increases on corporations, high earners and capital gains.
September 15, 2021
ETFs Risk Losing a Key Tax Edge as Democrat Whets KnifeA tax proposal tucked into draft legislation by Sen. Ron Wyden could potentially alter the entire U.S. fund landscape.
September 15, 2021
Andy Friedman Weighs In on House Democrats' Tax Plan"To everybody's relief … we're not going to see a repeal of stepped-up basis," the political analyst and former tax lawyer says.
September 15, 2021
2 Big Mistakes in Democrats' Tax-Hike PlanAttempting to please both progressives and moderates has led to messy compromises that create more problems than they solve.
September 13, 2021
Ed Slott Weighs In on House Democrats' Proposed Mega-IRA CrackdownThe IRA specialist tells ThinkAdvisor what he thinks of the proposals, including eliminating "mega backdoor" Roth IRAs and raising RMDs on large accounts.