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Trump tax plan offers lucrative treat to ‘pass-through’ business owners
Provision could create huge drain on the U.S. Treasury.
Tax reform anomaly could diminish some companies’ need for 401(k) plan
A dichotomy in the tax treatment of retirement deferrals and business income could discourage creation, maintenance of plans by some pass-through entities.
Trump tax plan: Congress to decide how much top earners will pay
New details of President Donald J. Trump's tax plan released Wednesday propose cutting the top individual rate to 35%, while leaving it to Congress whether to create another bracket for those with higher income.
Advisers see benefits in Trump tax plan, but have many questions
Lower tax rates for pass-throughs would benefit business owners, including many of them, but details surrounding capital gains taxes and the AMT are vague or nonexistent.
‘Rothification’ to pay for tax cuts seen as losing momentum, for now
Retirement-savings proponents remain vigilant in protecting deferrals as GOP releases tax-reform framework.
Dividing retirement assets when divorcing abroad
Wealth spread across borders is subject to special rules — and special strategies to deal with them.
Realtors and teachers join coalition’s fight to preserve a federal tax deduction
Americans Against Double Taxation is the latest organization to mobilize in fierce battle to preserve loopholes, deductions and other benefits.
Are your wealthy clients prepared when the IRS comes knocking?
Although the IRS's budget is shrinking, its efforts to audit high-net-worth individuals are increasing.
Demand for Social Security advice growing
Majority of future retirees threaten to switch from advisers who don't offer guidance.
Tax reform could be expensive for middle class
Those who save for retirement or itemize tax deductions could end up paying thousands of dollars more.
Social Security COLA could get wiped out by Medicare costs
But higher-income retirees' health insurance costs might remain the same.
Opponents of shifting to Roth plans speak up in Senate
Ohio Sen. Sherrod Brown says 'Rothification' would make saving for retirement more expensive.
Reverse mortgages under fire again
New government report distorts facts and costs of home equity loans for seniors.
The challenge of the longer lifespan
How financial advisers can help clients face the threat of outliving retirement savings
IRS provides 401(k) tax relief due to Hurricane Harvey
The tax agency provided similar relief to victims of Sandy in 2012.
Trump kicks off effort to sell a tax plan that is short on details
Urges Congress not to miss "once-in-a-generation opportunity."
Killing estate tax could kill charitable giving
In 2010, when the estate tax was temporarily repealed, gross charitable bequests in IRS tax filings dropped 37 percent, and some fear it could happen again.
How financial advisers can take advantage of tax reform uncertainty
Accelerating tax deductions and deferring income recognition are two primary ways to benefit from the political climate.
Kiddie tax rules can catch both advisers and investors by surprise
The point of the kiddie tax is to avoid parents transferring income to their children and reducing their total tax cost.
Social Security underpaid some survivor benefits
New report says staff errors resulted in lower payments to widows and widowers.