Investors in states like California and New York seem to be ignoring the ratings on municipal bonds as they deal with the limits on deducting state and local taxes
Lump sum payout still an option for those who filed by April 2016 deadline
The seldom used accounts, available in most employer-sponsored plans, could see increased interest given the elimination of the stretch IRA
Bankers help wealthy clients use planes and other assets as collateral
The SECURE Act raised the age to 72 from 70 1/2; another bill would boost it to 75
But that could change under a new proposal that would scrap the current system, which taxes estates, and instead require heirs to pay income tax on the money they receive
Survey also finds 80% of clients concerned about safeguarding their estates
A one-time income hike triggers a temporary high-income surcharge
Tax season is a lucrative time for ID thieves
Unload firms before the economy or politics take a turn
Over the last month, there was a jump in the assets flowing into funds that employ the opportunity zone tax incentive
Brokerage firms and broker and adviser associations ask lawmakers for ‘clarifying legislation’
These philanthropists are changing their approach to charity to ensure a bigger impact
The measure will have wide-reaching effects on retirement and estate planning for most people
The regulations outline who qualifies for tax breaks and the penalties for breaking the rules
But residents of high-tax states shouldn't get excited — the measure is dead on arrival in the Senate.
One possible way to improve the solvency of the Social Security system is to boost the amount of earnings subject to the payroll tax.
Even a close family can have quarrels during the estate planning process.
Once sleepy corner of municipal bond market has seen issuance double this year
