The ages and individual earning histories of the spouses will determine the best approach
A possible workaround based on old IRS regulations and case law would let investors include fees for third-party advice in the asset's purchase cost
The SECURE Act's 10-year window will cause many beneficiaries to spend rather than save, panelists said in an InvestmentNews webcast
Fund giant says 74% of grants went to a charity the donor had previously supported
Capitol Hill Democrats are set to resist the spending proposal; the SEC requests a budget bump
Schedule K-1 forms won't arrive in time for tax season for investors in GPB Automotive Portfolio, one of the company's two largest funds
The top issues that groups targeted for Capitol Hill influence were the SECURE Act and a financial transactions tax
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
