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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...

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...

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...

Increase your probability of success in the bond market

May 1, 2017

Investors may not fully appreciate the risks they're taking in the bond market. A little research can go a long way. A risk-balanced bond strategy can deliver attractive risk-adjusted returns by balancing interest rate risk, credit risk, currency...

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 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...

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's tax plan could be big win for RIAs

April 26, 2017

Registered investment advisers could emerge as unsuspecting beneficiaries of the Trump administration's proposed changes to the corporate tax code. As part of plan to cap the corporate tax rate at 15%, President Donald J. Trump is also proposing...

What advisers should know about the Trump tax proposal

April 26, 2017

Businesses, the wealthy and average taxpayers are likely to have more money in their pockets under President Donald J. Trump's tax proposal, financial advisers anticipate. A list of goals for the tax overhaul, unveiled Wednesday by Mr. Trump's...

Is tax-loss harvesting really that beneficial?

April 26, 2017

Many articles and websites tout the wonderful benefits of tax-loss harvesting, especially if you ask the robo-advisers. Should we take these claims at face value or is there more to the story? A closer look reveals that tax-loss harvesting is...

Avoid these common RMD mistakes

April 24, 2017

With roughly 10,000 baby boomers turning age 70½ every day, knowing how to help clients take required minimum distributions from retirement accounts like 401(k)s and IRAs is becoming more important for advisers. The topic of RMDs is actually...

Why a GOP tax proposal could be bad news for your clients

April 18, 2017

Conservative activists and House Republican leaders want to eliminate a trillion-dollar tax break that mostly benefits wealthy filers in Democratic states, a push that could further imperil President Donald J. Trump's hopes of winning bipartisan...

Help clients use qualified charitable distributions to save on taxes

April 14, 2017

Charitable IRA rollovers, technically known as qualified charitable distributions, save taxes. So why aren't clients taking advantage of them? We're not seeing many people using them, when most clients who qualify should be. This tax benefit...

Free online tax filing proposed in Senate

April 12, 2017

A bill simplifying and eliminating the cost of tax-filing for the average taxpayer has been re-introduced by Senate democrats. The Tax Filing Simplification Act of 2017, originally introduced in the last Congress, would direct the Internal Revenue...

Taxpayers only hurting themselves by not mentioning their nondeductible IRA contributions

March 22, 2017

By now nearly all taxpayers have begun the arduous task of compiling the information needed to prepare their 2016 tax return, including sifting through receipts and statements to determine what's needed for the return and what is just noise....

Tax cut optimism may be overblown

March 22, 2017

Even if new health-care legislation makes it through the House and Senate, the timing is likely to push tax reform into next year, pushing tax cuts further into the future, says Wall Street Journal columnist Justin Lahart. "Investors who are...

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