Ohio Sen. Sherrod Brown says 'Rothification' would make saving for retirement more expensive.
New government report distorts facts and costs of home equity loans for seniors.
How financial advisers can help clients face the threat of outliving retirement savings
The tax agency provided similar relief to victims of Sandy in 2012.
Urges Congress not to miss "once-in-a-generation opportunity."
In 2010, when the estate tax was temporarily repealed, gross charitable bequests in IRS tax filings dropped 37 percent, and some fear it could happen again.
Accelerating tax deductions and deferring income recognition are two primary ways to benefit from the political climate.
The point of the kiddie tax is to avoid parents transferring income to their children and reducing their total tax cost.
New report says staff errors resulted in lower payments to widows and widowers.
They do not believe the cuts will do much to help economy next year.
Several strategies can cover the gap to help clients claim a bigger benefit later
Incorporating health-care costs into retirement plans can boost an adviser's value.
New "deeming" rules can trip up claiming strategies.
Income-tax increase on wealthy to pay for middle-class cuts won't encourage growth, says Marc Short, Trump's director of legislative affairs.
Beyond debating its solvency, advisers embrace the reality of a broken system.
Lawmaker says higher top income-tax rate may be acceptable, if coupled with other changes benefiting corporations.
Offering a comprehensive tax-postponement strategy can be extremely beneficial to clients.
Majority of advisers do not create written plans for clients, forgoing business growth opportunities.
Retirement expert Alicia Munnell talks about the options for mending the 82-year-old safety net.
No matter what tax reform Congress enacts, funds will still feel a bite
