For many advisers, whether to charge on cash depends on how much time they are spending managing those assets. .
Working longer can allow continued contributions.
Says his name and likeness were undervalued at death; "What about Marilyn?" his attorneys ask
The new president wants to get rid of the tax, but details are sketchy, leaving estate-tax planning in limbo. <b><i>(More: <a href="http://www.investmentnews.com/article/20170205/FREE/170209957" target="_blank">Estate-tax flux could boost grantor trusts</a>)</b></i>
Working longer and postponing benefits can increase future payments.
Offers guarantee on services.
As Republicans move to take the Affordable Care Act off the books, they don't intend to let taxes such as the investment-income levy survive.
This strategy is not going away with the rule changes authorized by the Bipartisan Budget Act of 2015.
Advisers said the prospect of lower income tax rates poses an opportunity to recommend employers add a 401(k) Roth feature, and discuss the benefits of Roth deferrals and conversions with employees.
High-income surcharge based on new brackets next year.
The deals promised tax deductions worth four to four-and-a-half times a person's investment.
It's likely that a replacement health care plan would have some tax impact, leading to new planning opportunities for financial advisers and their clients.
Identify clients who had these types of retirement distributions and then check for these common errors.
It's not clear how President-elect Donald J. Trump's nominee for Treasury secretary, Steven Mnuchin, would approach the Treasury estate-tax rule.
Severance pay does not count, nor do trailing insurance commissions.
Past administrations have had an impact on stock prices, but no one has shown a proclivity for targeting certain industries like the president-elect
Budget restraints will limit paper benefit statements to those 60 and older.
Unusual number of variables in the New Year.
Whether your clients are receiving monthly checks or still paying in, be aware of these adjustments.
