| MADE PERMANENT | Qualified charitable distributions from IRA to charity | State & local sales tax deduction | American opportunity tax credit | Enhanced child tax credit | Section 179 expensing |
| EXTENDED THROUGH 2016 | Exclusion of discharged mortgage debt on short scale | Deductibility of mortgage insurance premiums | Above the line education deduction for qualified tuition & fees | 50% bonus depreciation (through 2019) | |
| OTHER NOTABLE PROVISIONS | Expansion of Section 529 qualified expenses to include computer & related expenses | Elimination of Section 529 plan aggregation rule | Elimination of 529 ABLE account in-state residency requirement |
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
