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Trump tax proposal leaves advisers in the dark on estate tax repeal
Ideas floated in the past include imposing a Canadian-style capital-gains tax at death in place of a federal estate tax, but the president hasn't offered additional details.
Doubling standard deduction could hurt philanthropic giving
Trump's tax plan could create a disincentive for Americans to give as much to charity, especially when adding in the estate tax repeal.
Is tax-loss harvesting really that beneficial?
If you have avoidable gains, it generally won't make any sense to use the strategy.
Social Security: Later is better
New Fidelity survey shows more Americans plan to wait to claim benefits.
What advisers should know about the Trump tax proposal
With many details yet to be ironed out, the list of goals unveiled Wednesday includes lower business and individual rates, a higher standard deduction and elimination of the net investment income tax and estate tax.
Trump’s tax plan could be big win for RIAs
Capping pass-through entity taxes at 15% would help advisers and many of their clients.
Avoid these common RMD mistakes
Forgetting to take the minimum required distribution is one of several RMD mistakes any client can make. Here’s how financial advisors can help
Ric Edelman proposes Social Security fix: Allot $7,000 for each baby
Adviser's plan begins with the federal government setting aside money for each newborn baby for 35 years, to be invested for the child's retirement.
Why a GOP tax proposal could be bad news for your clients
A key tax reform would do away with the federal deduction for state and local taxes, a move that would especially hurt taxpayers in high property tax states like New York, New Jersey and California.
Help clients use qualified charitable distributions to save on taxes
Advisers need to help RMD clients change the way they give.
Free online tax filing proposed in Senate
A bill simplifying and eliminating the cost of tax-filing for the average taxpayer has been re-introduced by Senate…
Social Security update for same-sex couples
Claiming rules have evolved since 2015 Supreme Court decision.
How to spot fake answers from Social Security Administration reps
Use these cheat sheets about rule changes to help clients claim benefits.
Hiring freeze and budget cuts impact Social Security claims
Despite longer waits and declining service, checks are safe - for now.
Tax cut optimism may be overblown
Wall Street Journal columnist notes health care resolution must come first, making any tax reform more distant.
Taxpayers only hurting themselves by not mentioning their nondeductible IRA contributions
There's only one way to ensure they get the full tax benefit of those contributions.
Tax reform could be ‘way worse’ for retirement industry than Department of Labor’s fiduciary rule: Graff
Limits could be placed on 401(k) contributions as a way to help pay for broad corporate and individual tax cuts, according to Brian Graff, head of the National Association of Plan Advisors.
Gray divorce presents Social Security challenges
Length of marriage, years since divorce and age of ex-spouses affect claiming options.
Advisers embrace elimination of Obamacare taxes, question GOP replacement plan
The House Republican approach kills investment-income levies, but the breadth of coverage could shrink.
Advisers’ expectations for Trump’s tax reform high
Hope and expectations for both corporate and individual tax reform are running high among financial advisers, many of whom believe real progress can get done as early as this year.
