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8 top tax and estate-planning tips
These underutilized strategies give financial advisers the edge with clients.
Tax plan secrecy evokes frenzy of concern from lobbyists and lawmakers
Sweeping bill to be released in just five days.
Trump, House tax chief send mixed signals on 401(k) tax break
Despite the president's assurances that 401(k) plans would remain as they are, House Ways and Means Chairman Kevin Brady doesn't rule out changes to the retirement accounts.
Trump rejects idea of new caps on 401(k) savings in tax plan
GOP reportedly had been considering reducing the cap on the annual amount workers can set aside for 401(k)s.
Rushed tax reform would cause more harm than a delay
Perhaps if the time allotted is expanded, cooler heads will prevail.
Shift to Roth 401(k)s ‘highly likely’ part of tax reform: former Treasury official Mark Iwry
Mandated contributions to Roth accounts would likely only be partial, as opposed to having a full repeal of pre-tax accounts.
IRS alerts tax pros to insurance form scam
Government says cybercriminals have found ways to access life insurance and annuity accounts.
Retirement planning challenges under tax reform
Losing big deductions, even in lieu of a larger standard deduction, may cause taxes to rise in retirement.
Social Security benefits to increase by 2% in 2018
Largest cost-of-living adjustment since 2012 may be offset for some by higher Medicare premiums.
Trump reconsiders plan to eliminate deduction for state, local taxes
Keeping the deduction means losing the $1.3 trillion in revenue its repeal was expected to produce.
Trump may tout $4,000 worker benefit in tax pitch
President would argue middle class stands to benefit from corporate tax cuts.
Trump vows to make changes to tax plan
Framework released by GOP last month has been criticized for adding to budget deficit.
GOP tax battle looms over advisers and their clients
Debate rages over whether or not to repeal the estate tax and AMT, plus whether cuts should be temporary or permanent.
Medicare rules are needlessly complex
The BENES Act would streamline enrollment, minimize coverage gaps and help seniors avoid paying costly penalties for missing deadlines.
How investors can leverage tax alpha to increase returns and savings
Don't scoff at the potential to add 100 basis points in value per year.
Trump administration scrapping estate-tax rule affecting wealthy business owners
The regulation would have eliminated business-valuation discounts used to reduce estate and gift taxes.
Trump tax plan draws concerns of GOP budget hawks
Sen. Bob Corker, R-Tenn., said the White House is showing 'softness' when discussing how the tax cuts will be paid for, such as by repealing the state and local tax deduction.
Both spouses don’t always need to delay Social Security until 70
Sometimes it's better to coordinate claiming strategies where one collects spousal benefits.
Trump’s tax blueprint opaque on fate of deferrals for retirement savings
Be glad we've got something to chew on, but don't cheer too loudly, too quickly.
How will Hugh Hefner’s estate ‘look after’ his widow’s finances?
Trust arrangements may allow the Playboy magazine founder's third wife to receive an income stream without technically inheriting from the estate.
