Results for "tax"

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Divorce reduces retirement readiness

June 19, 2018

It's no secret that divorce creates enormous emotional and financial challenges in the short run. But now a new report from the Center for Retirement Research at Boston College quantifies how divorce affects longer-term finances in the form...

Homeowners looking to dodge property tax caps turn to Alaskan trusts

June 15, 2018

Jonathan Blattmachr, an estate planning lawyer, is such a fan of the strategy he's created to help some of his wealthy clients get around the new property tax deduction cap that he's using it himself. Mr. Blattmachr plans to put his two New...

Defined-contribution plan loan and hardship distribution rules eased

June 8, 2018

401(k)s are for retirement, but some clients who are strapped for cash need access now for any number of reasons. Advisers can help by knowing the latest tax rules. Defined-contribution plans can offer loans and hardship distributions. While...

Tax planning doesn't stop on Tax Day

June 8, 2018

My father, Paul A. Samuelson, and I shared the same name and a strong interest in personal investing. While his primary job was professor of economics at MIT, he took on various investment advisory roles and served for many decades as a trustee...

Pass-throughs versus C corporations under the new tax law

June 8, 2018

The new federal tax law has changed the calculus around the selection of business entities by financial advisers and their clients. Advisers trying to determine whether it's best to be a pass-through entity or a C corporation under the new regime...

Small-cap ETFs see surge in inflows

June 5, 2018

ETF investors haven't been this "America first" since Donald Trump won the presidential election — at least if flows to small-capitalization companies are any guide. Last month, roughly $7.5 billion poured into exchange-traded funds focused...

A smarter way to rebalance

June 5, 2018

As advisers begin midyear rebalancing of client portfolios, they face a dilemma. While investors have enjoyed the fruits of a nine-year bull market — including a 19% gain by the S&P 500 in 2017 alone — they've also seen a significant shift...

Florida lures money managers

June 4, 2018

Florida's long-running effort to lure Wall Street hotshots is gaining traction thanks to a provision in the federal tax law that hits residents of high-tax states. The Sunshine State's most recent conquests are two of the founders of I Squared...

Biggest U.S. banks cut municipal-bond holdings

May 31, 2018

More than a half dozen of the biggest U.S. banks reduced their holdings of state and local government bonds by billions of dollars after the federal government slashed corporate tax rates, making the securities less valuable to one of the market's...

Tax law: Why changes to the kiddie tax are a 'big deal' for advisers

May 31, 2018

The new federal tax law made changes to the so-called "kiddie tax" that could impact how some advisers handle their clients' financial plans. While experts say lawmakers largely simplified the kiddie tax, the changes may change how some clients...

Tax reform boosts fund companies' bottom line

May 25, 2018

Mutual fund companies are seeing big benefits from tax reform. How they will use that money is an open question. The Jobs and Tax Cut Act of 2017 sliced the corporate tax rate to 21% from 35%, although it also reduced or eliminated some deductions...

IRS warns taxpayers about using property taxes as 'contributions' to charity

May 24, 2018

The Internal Revenue Service warned taxpayers to proceed with caution after states including New York and New Jersey approved workarounds involving charitable organizations to circumvent new federal limits on deductions for state and local taxes....

Tax reform puts prenups in jeopardy

May 23, 2018

President Donald J. Trump's tax overhaul could wreak havoc on prenuptial agreements across the country — maybe even his own. Prenups often contain provisions about how much a partner would pay in alimony, also known as spousal support. The...

David Lerner compliance officer loses 'nonsensical' and 'specious' appeal over reporting tax liens

May 22, 2018

A senior compliance executive at David Lerner Associates Inc. has lost his appeal of a fine and suspension by the Financial Industry Regulatory Authority Inc. over unreported tax liens, with the appeals committee calling the executive's explanation...

Roth conversions can boost Medicare premiums

May 22, 2018

The Tax Cut and Jobs Act of 2017 created generally lower tax rates for 2018 through 2025, presenting an enticing opportunity to convert traditional retirement savings to Roth accounts at today's lower rates. Under current law, individual income...

Pass-through tax strategies for business-owner clients

May 21, 2018

The pass-through deduction created by the new federal tax law has inspired a raft of planning opportunities for financial advisers looking to minimize business clients' tax bills. The provision provides a 20% tax deduction on qualified business...

Divorce 2019: How to use IRAs and 401(k)s to ease future alimony planning

May 11, 2018

Under The Tax Cuts and Jobs Act, alimony will not be tax-deductible when paid under divorce and separation agreements executed in 2019 and later. And alimony will be tax-free to recipients. This turnaround from the current treatment of alimony,...

All is not lost when it comes to the mortgage interest deduction

May 9, 2018

The recently enacted tax reform package changed the way we think about itemized deductions by placing caps on some items and outright repealing others. The change that's garnered the most attention is the new $10,000 cap on the state and local...

N.J. homeowners get law to skirt Trump's lowered tax deductions

May 7, 2018

New Jersey Gov. Phil Murphy signed legislation last week to let homeowners declare property taxes as charitable donations that are deductible on their annual Internal Revenue Service filings. The measure is a response to the law signed by President...

Tax reform leads to question: To be or not to be a REIT?

April 26, 2018

The sturdy, reliable REIT is facing an existential choice. Should it abandon its tax-free structure to meet pressing capital needs, using the new U.S. tax law as a stepping stone? Or hang on to a status that gives it access to its very own set...

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