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Putting alternatives into tax-exempt vehicles
Increase net income without adding risk by placing these typically tax-inefficient assets in retirement accounts.
Adviser loses IRS fight, putting tax status for solo practitioners in question
In October, I wrote a column about a financial adviser who was squaring off…
Lower taxes could hit municipal bond yields
Individual and corporate tax reform add uncertainty to staid market.
Social Security Administration continues to give bad advice on claiming rules
Staff denies some eligible applications for spousal benefits.
RIAs at odds over fees for clients’ cash balances
For many advisers, whether to charge on cash depends on how much time they are spending managing those assets. .
Medicare enrollment ends HSA eligibility
Working longer can allow continued contributions.
IRS wants $700 million from Michael Jackson estate
Says his name and likeness were undervalued at death; "What about Marilyn?" his attorneys ask
What will the estate tax look like under Trump?
The new president wants to get rid of the tax, but details are sketchy, leaving estate-tax planning in limbo. (More: Estate-tax flux could boost grantor trusts)
Two ways to boost Social Security benefits
Working longer and postponing benefits can increase future payments.
Estate-tax flux could boost grantor trusts
With the federal estate tax in flux, advisers may want to consider planning strategies that afford some measure…
Another salvo in the fee wars: Schwab cuts expense ratios on index funds
Offers guarantee on services.
Financial advisers welcome demise of investment tax to fund health care law
As Republicans move to take the Affordable Care Act off the books, they don't intend to let taxes such as the investment-income levy survive.
When claiming Social Security early makes sense
This strategy is not going away with the rule changes authorized by the Bipartisan Budget Act of 2015.
Some 401(k) advisers seize on Trump tax reform to push Roth
Advisers said the prospect of lower income tax rates poses an opportunity to recommend employers add a 401(k) Roth feature, and discuss the benefits of Roth deferrals and conversions with employees.
2016 tax returns determine 2018 Medicare premiums
High-income surcharge based on new brackets next year.
IRS raises red flag over tax shelter land deals
The deals promised tax deductions worth four to four-and-a-half times a person's investment.
Potential tax impact of health care act repeal
It's likely that a replacement health care plan would have some tax impact, leading to new planning opportunities for financial advisers and their clients.
Now is the time to review and correct 1099-R tax forms
Identify clients who had these types of retirement distributions and then check for these common errors.
Opponents want new secretary to scrap Treasury Department estate-tax proposal
It's not clear how President-elect Donald J. Trump's nominee for Treasury secretary, Steven Mnuchin, would approach the Treasury estate-tax rule.
Some compensation is exempt from Social Security earnings test
Severance pay does not count, nor do trailing insurance commissions.
