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Postponing tax is a lofty goal

July 27, 2017

When providing advice and managing investments, cutting clients' tax liabilities is of extreme importance. In fact, these days, it's even more important than ever because: clients hate paying taxes; robo-advisers claim to save investors lots...

Bannon plan to raise taxes on highest earners may find GOP support

July 27, 2017

White House chief strategist Steve Bannon's plan to raise the top income-tax rate for America's highest earners could find some support among congressional Republicans as part of a populist message to sell a broader tax overhaul, according to...

Promises by Congress to protect retirement-savings incentives don't ease advocates

July 12, 2017

A recent promise by House Speaker Paul Ryan to protect incentives for retirement savings hasn't completely set advocates at ease, as they worry about lawmakers coveting the potential revenue that could be generated by curbing such tax breaks....

Trump's tax cuts would cost $7.8 trillion and go mostly to wealthy

July 12, 2017

President Donald J. Trump's proposed tax cuts would lower federal revenue by $7.8 trillion over a decade and mostly benefit the highest earners, according to a new study released Wednesday by the nonpartisan Tax Policy Center. About 40 percent...

GOP to keep Obamacare taxes on wealthy in latest health-care bill: sources

July 11, 2017

Senate Republican leaders dropped provisions that would repeal two taxes on high earners in a revised draft of their health-care bill sent to the Congressional Budget Office, according to GOP senators. Republican leaders are now planning to...

Tax reform uncertainty grows as congressional calendar shrinks

July 10, 2017

Congress returns from its mid-summer break Monday for a crucial three-week stretch that will help determine whether President Donald Trump can deliver on his promise of a historic tax cut. Several obstacles await lawmakers, including an ongoing...

'Less pressure' on changes to defined contribution plans under tax reform: Graff

June 26, 2017

The state of political affairs in Washington is making it less likely that there will be major changes to the treatment of defined contribution plans under any upcoming tax-reform legislation, an executive with the largest association for retirement...

Paul Ryan reiterates goal to kill estate tax, maintain retirement-savings incentives

June 20, 2017

Four days before the one-year anniversary of the release of his tax blueprint, House Speaker Paul Ryan delivered a pep talk seeking to assuage growing doubts about the prospects for a major tax overhaul. "We're going to stick the landing because...

Fidelity launches funds that can make RMDs for aging baby boomers

June 12, 2017

Fidelity Investments is hoping to rouse interest in an otherwise sleepy market for managed-payout funds by launching funds that can make required minimum distributions for investors, at a time when the first baby boomers have just started reaching...

4 ways to reduce RMD taxes

June 9, 2017

Required minimum distributions (RMDs) usually mean an increase in taxes. Here are four ways you can reduce this RMD burden for your clients. 1. Qualified charitable distributions (QCDs) QCDs should be in play for every IRA client 70 ½ or older...

How over-emphasizing tax deductions can get your clients into trouble

May 22, 2017

Now that the tax season is over, this is perhaps the slowest time on the calendar for many financial advisers. Some big financial planning and tax-related decisions have just been made, and while other important ones loom, many clients prefer...

Advisers want Congress to increase HSA contribution limits

May 22, 2017

If any part of the House's health care reform bill survives in the Senate, it could be a provision that lifts the ceiling on health savings accounts, a move that some advisers welcome. Under the House bill, the contribution limit would be doubled...

Changing state residency: Tax planning headaches and opportunities

May 16, 2017

When it comes to tax planning, the federal income tax receives the lion's share of the attention, and rightly so. But what about state income taxes? State tax rates vary wildly around the country, with California leading the charge with a top...

New tax plan is a work in progress that needs advisers' input

May 7, 2017

The pace and​ scope of action in Congress last week — including the House vote to repeal Obamacare and a House committee's approval of a Dodd-Frank replacement bill that scraps the Labor Department's fiduciary rule — might make Mr. Trump's...

These investments could do well under Trump tax plan ​

May 2, 2017

Guessing the ingredients of a tax plan before legislation is passed is a bit like forecasting the weather in New England: The outlook changes every hour. But given the sparse outlines handed out by the Trump administration in a one-page memo...

Scott Welch: How to improve the tax sensitivity of portfolios

April 28, 2017

Scott Welch, chief investment officer at Dynasty Financial Partners, and Brian Langstraat, chief executive officer at Parametric, discuss what advisers need to keep in mind about the taxes their clients pay on their investments.

Trump's plan to ditch AMT welcomed by advisers, but tax savings may be minimal

April 27, 2017

The Trump administration's proposed repeal of the alternative minimum tax might remove some tax-planning headaches, but it isn't likely to reduce anybody's tax burden, according to tax-planning experts. The AMT, which adds an extra layer of...

Doubling standard deduction could hurt philanthropic giving

April 27, 2017

Average Americans may curb their philanthropic giving if President Donald J. Trump's proposed doubling of the standard deduction comes to fruition. If taxpayers can shield twice as much of their income from taxes through the standard deduction,...

Trump's tax plan: 7 facts every adviser needs to know

April 27, 2017

Here are the most important changes financial advisers need to know about with regard to the President Donald J. Trump's tax proposal.

Trump tax proposal leaves advisers in the dark on estate tax repeal

April 27, 2017

The broad-brush tax proposal released Wednesday by President Donald J. Trump repeated his campaign pledge to repeal the estate tax, but failed to provide financial advisers with any additional detail regarding its form. That leaves advisers...

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