Tax

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RETIREMENT PRACTICE MANAGEMENT DEC 20, 2017
How the tax bill will affect 8 families

The savings from the landmark tax bill depend on where people live, how they earn a living and their family size.

RETIREMENT TAX DEC 19, 2017
House passes GOP tax bill

The sweeping overhaul delivers a deep, lasting cut for corporations and temporary benefits for most individuals.

RETIREMENT REGULATION AND LEGISLATION DEC 18, 2017
Final tax bill gives pain, relief to financial advisers

Legislation would eliminate itemized deduction for investment advice fees, give income tax breaks depending how a business is structured, and allow for continued stock-sale flexibility.

RETIREMENT REGULATION AND LEGISLATION DEC 18, 2017
Tax plan: Everything financial advisers need to know about the final bill

The latest version of the Tax Cuts and Jobs Act has many changes from current law that would affect advisers and clients.

RETIREMENT TAX DEC 18, 2017
How your clients can exploit the new tax bill right now

5 things to do in 2017, assuming tax-reform legislation becomes law

RETIREMENT TAX DEC 15, 2017
Income-tax brackets in combined GOP bill

New rates contain an unpleasant surprise for married couples who make between $600,000 and $1 million.

RETIREMENT RIAS DEC 15, 2017
For brokers, tax bill could bring shakeups and job changes

Brokers set up as partnerships or contractors could use pass-throughs, but employee-channel brokers could not.

RETIREMENT REGULATION AND LEGISLATION DEC 14, 2017
Tax update: Brady says sales tax deduction in final bill

Taxpayers will be able to deduct state income taxes or state sales taxes in addition to property levies — up to a $10,000 cap.

RETIREMENT REGULATION AND LEGISLATION DEC 13, 2017
Tax bill may up capital gains taxes, disrupt adviser strategies

The so-called FIFO provision could also lead to yet-unrealized planning opportunities for advisers.

RETIREMENT REGULATION AND LEGISLATION DEC 13, 2017
Broker, retirement groups make last-minute pleas to change tax legislation

Pass-through provisions are target of groups representing employee-model brokerage firms, as well as retirement plan advisers.

RETIREMENT TAX DEC 13, 2017
House and Senate reach tentative compromise for tax overhaul

Lawmakers still need to get a cost analysis of their agreement, so it's not yet definite, according to a source.

RETIREMENT PRACTICE MANAGEMENT DEC 12, 2017
Is the Trump effect over?

Although the bull market is in need of repose, it does shows signs it will continue to thrive in 2018.

RETIREMENT REGULATION AND LEGISLATION DEC 09, 2017
Congress' work on tax reform barely gets a passing grade

Reform proposals should not be drafted behind closed doors

RETIREMENT TAX DEC 08, 2017
Tax reform will boost food, chemicals, rail stocks. Technology? Not so much

Conagra and Berkshire Hathaway are two stocks that should benefit most from changes in the tax code.

RETIREMENT REGULATION AND LEGISLATION DEC 06, 2017
Senate tax bill changes for pass-throughs more generous than House version, experts say

Senate measure's handling of such small-business income is simpler and makes allowances for more service companies.

RETIREMENT RETIREMENT PLANNING DEC 05, 2017
Medicare surcharge notices are shocking retirees

Selling a home or securities can push clients into a higher income tier, triggering premium increases.

RETIREMENT RETIREMENT PLANNING DEC 05, 2017
Avoid year-end RMD errors on retirement plans

Advisers should understand how rules on IRA rollovers and aggregation affect clients.

RETIREMENT REGULATION AND LEGISLATION DEC 04, 2017
What advisers need to know about the differences in the Senate and House tax bills

Major variations include provisions on stock sale timing, pass-through policies and the alternative minimum tax.

RETIREMENT RETIREMENT PLANNING DEC 02, 2017
Young boomers have some advantages over older counterparts

Better 401(k) plans, low interest rates and extra time to save could help younger cohort reach their retirement goals.

RETIREMENT RETIREMENT PLANNING DEC 02, 2017
Younger baby boomers face hurdles as they approach retirement

A lack of pensions, higher college costs for children and aging parents are among the challenges that may keep them from enjoying their golden years.