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Tax reform will boost food, chemicals, rail stocks. Technology? Not so much
Conagra and Berkshire Hathaway are two stocks that should benefit most from changes in the tax code.
Senate tax bill changes for pass-throughs more generous than House version, experts say
Senate measure's handling of such small-business income is simpler and makes allowances for more service companies.
Medicare surcharge notices are shocking retirees
Selling a home or securities can push clients into a higher income tier, triggering premium increases.
Avoid year-end RMD errors on retirement plans
Advisers should understand how rules on IRA rollovers and aggregation affect clients.
What advisers need to know about the differences in the Senate and House tax bills
Major variations include provisions on stock sale timing, pass-through policies and the alternative minimum tax.
Young boomers have some advantages over older counterparts
Better 401(k) plans, low interest rates and extra time to save could help younger cohort reach their retirement goals.
Younger baby boomers face hurdles as they approach retirement
A lack of pensions, higher college costs for children and aging parents are among the challenges that may keep them from enjoying their golden years.
Morgan Stanley taps LifeYield to boost tax alpha across client accounts
16,000 advisers will be able to leverage tech platform to coordinate holdings for each household
Senate tax bill is a hike on retail investors
The FIFO mandate favors investment companies, not clients, and should be removed.
Tamarac opens platform to RightCapital
Advisers on RightCapital's financial and tax planning software can pull client data directly from Envestnet's tool.
Trump boosts tax plan with Obamacare assist
Legislation would restore Obamacare cost-sharing subsidies, which Trump said last month he would cut off.
Senate tax bill survives budget committee, heads to floor vote
The measure's fate was in doubt until two GOP holdouts, Bob Corker of Tennessee and Ron Johnson of Wisconsin, dropped their objections.
Tax-hike fears fuel talk of relocating
Wall Street crowd might consider moving to avoid a potential tax hike under congressional proposals.
Year-end charitable-giving strategies
Use these seven tips now to help clients reduce their tax obligations before the rules change.
Tax reform debate sparks fresh interest in donor-advised funds
Schwab reports new accounts up 50% from last year, assets up 33%.
Medicare premiums and Social Security COLAs: Here’s why retirees will pay up in 2018
Blame higher Medicare costs on a provision designed to protect Social Security benefits.
Should America’s upper-middle class take the biggest tax hit?
Under the House bill, they would be hurt more than the middle class and the super rich.
Tax reform: Retirement industry dodges bullet as Senate and House bills advance
Concerns over strict limits on pre-tax 401(k) savings and the upending of non-qualified deferred compensation plans are receding.
Senate committee approves tax plan but full passage not assured
Several Republican senators expressed reservations about the bill, and the GOP cannot afford too many defections.
2018 Medicare changes will erase Social Security COLAs for many
Some high earners could keep the full value of their COLAs and see no change to their Medicare premiums.
