Doing the math can help determine whether there are ways to maximize your clients' after-tax wealth.
Australia, the U.S. and Canada are the top destinations, while China and Russia see the most exits.
Having leading retirement thinkers instigate policy discussions on boosting retirement income could be our best hope to spark positive change.
Money coming from people who saw their tax bills rise as a result of the cap on state and local tax deductions.
Lower withholding and the loss of state and local deduction throw many for loop.
Retirement-age workers' participation rate in the labor force has cracked the 20% mark
Observers think Congress would need to address Social Security's funding levels and offer enhanced protections for the concept to work.
Retirement reserves extended one year; disability fund by 20 years
The Nobel laureate wants to simplify drawing down retirement assets, which he thinks is 'way harder' than saving the money.
The rules provide a more flexible timeline for investing cash, as well as a one-year grace period to sell assets and reinvest the proceeds.
Surveys show just one-fifth of people believe their taxes have gone down.
Practical insights into the TCJA and its provisions regarding income tax and gift and estate tax.
A 10-basis-point tax on financial transactions would have the same effect as a 31% boost in the average expense ratio 401(k) plans pay for equity funds.
Provision of the 2017 tax overhaul lets investors pay less in taxes on profits that are reinvested in low-income communities.
Advisers can use this information to begin planning for 2019
Plan would require wealthy investors to pay capital gains tax on appreciation of their assets each year.
The billionaire Democrat joins list of others calling for higher taxes on the wealthy.
The penalty for failing to file exceeds the penalty for failing to pay, and an extension can also help with saving for retirement.
Congressional panel holds hearings, but no action is expected this year.
The government's second reduction in the penalty threshold this year comes as 2017 tax overhaul leaves many with surprise tax bills.
