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Five budget items that target retirement accounts
Five proposals were included in this year’s federal budget that directly relate to retirement accounts. Here is a…
Cases affect planning for gays
The Supreme Court could throw out the federal law that bans gay marriage as early as today in…
IRS scandal throws wrench into tax reform
Controversy seen slowing efforts to revise the code
Tax risk: Trust gains have additional levy
Experts are just getting their arms around a little-publicized wrinkle in the 2012 law.
Tax reform of financial products?
The idea may be theoretically interesting, but it is too complex and practically unworkable
Regs leave 401(k) business ‘wide open’ for advisers
When it comes to retirement plans, more-stringent regulations could turn out to be a blessing in disguise for…
Court case being watched by advisers of same-sex couples
A federal court in New York has ruled that part of the federal Defense of Marriage Act is unconstitutional for blocking a same-sex couple from claiming the federal estate tax marital deduction. The Supreme Court is being asked to take up the case.
Gay spouses struggle to claim benefits
President Barack Obama's support for same-sex marriage hasn't made it any easier for gay spouses to claim their…
Rethinking a break on lump sums
Net unrealized appreciation on lump sums used to be a slam-dunk. Not anymore.
Take a fresh look at Roth conversions
With tax issue settled, it's time for financial advisers to help clients re-evaluate their plans
Tax reform may find its way through partisan thicket
The idea of comprehensive tax reform received a boost from the New Year's Day measure that averted automatic…
Mickelson takes mulligan on his tax comments
Phil Mickelson has apologized for saying that he would have to make “drastic changes” due to new U.S.
Qualified charitable distributions return
As expected, Congress has renewed the special tax break for charitable individual retirement account rollovers, known as qualified…
Deal on dividend tax is small victory for investors
The biggest winners from stage one of Washington’s fiscal cliff agreement might be investors in general and dividend…
Trillion-dollar coin isn’t the answer
Seriously? A trillion-dollar coin? I don’t know whether to laugh or begin stockpiling food, water and anything else…
‘Permanence’ of estate taxes helps planners
Sometimes it pays to procrastinate. Last year, estate planners and financial advisers were urging their wealthy clients…
A plan to rein in spending is needed
Financial advisers can cheer on behalf of some of their clients — individuals with annual income below $400,000 and couples below $450,000 — but they shouldn't cheer too loudly or too long.
Roth 401(k) switch is a good deal for younger taxpayers sitting on cash
The Senate’s decision to lift restrictions on Roth 401(k) conversions will be a boon to select individuals —…
Buffett: Rate hikes won’t deter wealthy investors
Warren E. Buffett, the second-richest man in the U.S., pressed his call for more taxes on the wealthy…
Heads in the cloud: Why adviser marketing should embrace all types of media
Since Gen X and Gen Y investors want your help and prefer collaboration, use all available electronic and media tools
