Clients can claim benefits even if earnings exceed annual limit.
Any positive effects are unlikely to last, and will contribute to greater budget deficits over the next 10 years.
Better than expected year-end manufacturing and private payrolls data in U.S. fuel bets that growth and tax breaks will buttress earnings.
Blame smaller-than-expected benefits on higher Medicare premiums.
Law creates a differential in tax rates that may lead business owners to shy away from sponsoring a retirement plan, or water down existing benefits.
The $2 trillion firm sees recession risks rising and tax-cuts boost as short-lived.
New York Gov. Cuomo promises to sue federal government, make changes in state tax code.
Jamie Hopkins, associate professor of taxation at the American College of Financial Services, offers guidance.
The tax-advantaged retirement vehicle has grown in popularity among advisers and clients, despite obstacles.
Pay attention to new rules for the "individual mandate" requirement and the medical expense deduction floor.
Tax experts scramble to understand full implications of the 500-page law which is anything but simple.
The backlog for appealing an adverse decision before an administrative law judge averages 605 days.
Leon LaBrecque, managing partner at LJPR Financial Advisors, offers guidance on Washington's major overhaul.
Advisers say to accelerate deductions, if the client's county allows prepayment and the client can afford it.
The bill slashes the corporate tax rate to 21% from 35% and cuts individual tax rates across the board.
If she suspends her retirement benefits, she can't collect survivor benefits.
Advisers need to understand how tax strategies affect the portfolio, and how assumptions differ from reality.
Clients still have time to set up accounts before year-end, but some contribution deadlines have passed.
Getting even a rough sense of how governments influence share prices is a task fraught with peril.
House Republicans passed the most extensive rewrite of the U.S. tax code in more than 30 years.
