Financial advisers are recommending a mix of tools to fund college tuition, the most popular of which are Section 529 college savings plans and trust accounts, according to a new survey.
Provision allows deceased to pass on exemption to spouse; expires in 2013
The REIT industry is guarding against a potential proposal from the Obama administration that would impose new taxes on partnerships and similar companies with more than $50 million in gross receipts that are currently exempt from corporate income tax.
Survey shows 53% back the Buffett rule to narrow the deficit; are candidates listening?
A new poll shows that financial services insiders overwhelmingly support the Buffett Rule, which would require the wealthy to pay at least the same tax rate as middle-class earners | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20110923&Category=FREE&ArtNo=923009997&Ref=PH>What advisers need to know about Bam's tax plan</a>
Oct. 17 may not be known officially as Mulligan Day, but affluent investors who converted their conventional IRA to a Roth last year may want to consider a “do-over” and re-characterize their account by the deadline date
Older Americans also took Social Security earlier, with diminished payouts; 'profound impact on adults'
A Brookings Institution proposal would take away Americans' variable tax breaks on retirement contributions in exchange for a flat tax credit to be deposited automatically into the saver's account.
President Obama made the lives of advisers, accountants and taxpayers easier today by removing the burden of having to get permission to use trademarked tax strategies.
Bill Gross, founder of Pacific Investment Management Co., said President Barack Obama's plan to stimulate the economy with more than $300 billion in tax cuts and spending is inadequate.
Despite need to raise federal tax revenues, bank believes lawmakers will spare municipal debt
Panel must find $1.5 trillion in savings; taxes and entitlements on the table?
A special congressional committee created by last week's debt ceiling legislation is unlikely to have the time or the political will to tackle any meaningful tax reforms
Proposed reform mixes in wins for both blues (Democrats) and reds (Republicans); accountants, advisers may boo, however
Plenty of complications in ensuring the wealthy pay same percentage as middle-class earners; 'opening the door for tax lawyers'
Taxpayers will be able to examine the qualifications of paid tax-return preparers in a database being built by the IRS that may be available as soon as 2013.
IRS says big surge in number of filers who made $200K — but didn't owe Uncle Sam a penny; 'further evidence of how broken this system is'
