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Roth IRAs hit 20 years old on New Year's Day

December 29, 2017

The first day of 2018 will have special meaning for some retirement planners — the 20th anniversary of the Roth IRA. The plans, which allow individuals to contribute after-tax money into an account that they can withdraw from tax-free in retirement,...

Tax bill prompts client questions on prepaying property taxes before 2018

December 27, 2017

The Republican tax bill has gifted many financial advisers with a lot of additional work in the last few days of 2017. Advisers say they are getting peppered with questions from clients about prepaying property taxes before Jan. 1, when the...

Affluent Americans inundate accountants for advice

December 27, 2017

Republican lawmakers said they wanted to simplify the tax code so you could file your return on a postcard. It turns out the new tax law will be anything but simple for many affluent Americans, who are now inundating their accountants for advice....

Your tax bill questions answered

December 27, 2017

InvestmentNews has asked readers to submit their tax questions. Here are the first three of them. If you would like your tax questions answered, please write to assistant managing editor Chris Latham at clatham@investmentnews.com. QUESTION:...

Five obstacles to true tax optimization

December 22, 2017

As we approach year end, tax considerations bubble up to the top of the portfolio management agenda for advisers. As they weigh tax benefit claims made by competing managers, the cynicism and confusion around the claims made is real. There are...

Trump signs $1.5 trillion tax cut

December 22, 2017

President Donald J. Trump signed the Republican tax-overhaul bill to little fanfare on Friday, delivering a major tax cut to U.S. corporations along with a package of temporary cuts for other businesses and most individuals. "We are cutting...

Send us your tax questions

December 21, 2017

Confused about the new tax bill? InvestmentNews wants to help. Send us your questions, and we'll ask experts to weigh in and then publish the answers. You may direct your queries to reporter Greg Iacurci at giacurci@investmentnews.com and assistant...

How the tax bill will affect 8 families

December 20, 2017

If you're confused by how the Republican tax bill will affect your clients, you're not alone. The final version rewrites the tax code in dozens of ways, eliminating deductions, changing rates, and creating brand-new benefits for certain taxpayers,...

Political ETFs have fair share of haters

December 20, 2017

Money managers have already tried to sell people exchange-traded funds linked to booze and over-eating. So it probably shouldn't come as a shock that they're moving on to an even touchier region of the American psyche — politics. Believe it...

Congress sends Trump tax-cut bill

December 20, 2017

House Republicans passed the most extensive rewrite of the U.S. tax code in more than 30 years -- hours after the Senate passed the legislation -- handing President Donald Trump his first major legislative victory. The chamber's 224-201 party...

Interest in donor-advised funds surges in response to tax changes

December 20, 2017

With Congress passing the most sweeping tax law changes in a generation, the three major providers of donor-advised funds — Charles Schwab & Co. Inc., The Vanguard Group Inc. and Fidelity Charitable — report a high volume of new accounts,...

House passes GOP tax bill

December 19, 2017

House Republicans passed a sweeping tax overhaul that delivers a deep, lasting cut for corporations and temporary benefits for individuals, putting President Donald Trump one step away from his first major legislative victory. The bill, dubbed...

How your clients can exploit the new tax bill right now

December 18, 2017

At the end of every year, millions of Americans can make strategic moves to shave a few bucks off their April tax bill. Right now, millions more should be able to get into the act, with Congressional Republicans poised to pass a law that fundamentally...

Tax plan: Everything financial advisers need to know about the final bill

December 18, 2017

After days of negotiations, Republican leaders aim to present a final tax bill to Congress for a vote this week, in hopes of getting it to the president's desk for signature by Christmas. The bill — the Tax Cuts and Jobs Act — reconciles...

Final tax bill gives pain, relief to financial advisers

December 18, 2017

A congressional agreement on sweeping tax-cut legislation reached late last week is causing consternation among some investment advisers because it will end tax deductions for advice. That is one ramification of a massive bill Republicans hope...

Income-tax brackets in combined GOP bill

December 15, 2017

Last-minute changes to the Republican tax bill contain an unpleasant surprise for married couples who make between $600,000 and $1 million: They won't be getting as big a tax cut as lawmakers planned earlier. The final bill would include those...

For brokers, tax bill could bring shakeups and job changes

December 15, 2017

Some brokerage firms are concerned that the tax overhaul could lead to upheaval, pushing their employees to set up their own shops or switch firms to lower their tax bills. At the heart of the issue is how the business is organized. Some brokers...

Tax update: Brady says sales tax deduction in final bill

December 14, 2017

Congressional leaders worked quickly to finalize compromise legislation for floor votes next week in an all-out effort to provide themselves and President Donald Trump with a major policy victory before the end of 2017. Here are the latest developments,...

Tax bill may up capital gains taxes, disrupt adviser strategies

December 13, 2017

A provision of the Senate tax bill under debate would negatively impact capital gains taxes for some investors, and could have other wide-ranging effects on financial advisers and their clients, ranging from charitable giving to tax-loss harvesting....

House and Senate reach tentative compromise for tax overhaul

December 13, 2017

President Donald Trump plans to make what his staff members called a "closing argument" for tax-overhaul legislation Wednesday as congressional Republicans consider last-minute revisions to key provisions. Here are the latest developments, updated...

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