Tax strategy scan

Why simplifying the U.S. tax code isn't so simple: Tax Strategy Scan

Congress may have a difficult time closing tax code loopholes that benefit households more than corporations, an expert suggests.

Tax strategy scan Editorial Staff August 11

Tax strategy scan Editorial Staff August 11
A retiree's guide to selling investments: Tax Strategy Scan

If clients tap their Roth accounts at the wrong time, even after retirement, they could lose out on some potential tax benefits.

Tax strategy scan Editorial Staff August 4

Tax strategy scan Editorial Staff August 4
IRS adds video chat option for tax appeals: Tax Strategy Scan

The agency says its adoption of WebEx will allow for improved outreach with clients in the more rural regions of the country.

Tax strategy scan July 28

Tax strategy scan July 28
The false promise of homeownership: Tax Strategy Scan

Only 3% of households earning under $50,000 a year benefitted from the mortgage interest tax deduction.

Tax strategy scan Editorial Staff July 21

Tax strategy scan Editorial Staff July 21
What women need to do to catch up in retirement: Tax Strategy Scan

With smaller paychecks and longer life expectancies than men, one strategy includes moving their IRA assets into a Roth to reap the tax advantages.

Tax strategy scan Editorial Staff July 14

Tax strategy scan Editorial Staff July 14
A guide to couples financial therapy: Tax Strategy Scan

Here’s how receiving investments on a stepped-up cost basis can save a client’s inheritance.

Tax strategy scan Editorial Staff July 10

Tax strategy scan Editorial Staff July 10
How tax reform could impact retirement savings: Tax Strategy Scan

Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.

Tax strategy scan Editorial Staff June 30

Tax strategy scan Editorial Staff June 30
Pros and cons of cashing out life insurance: Tax Strategy Scan

Beneficiaries owe no federal tax on collected payouts after the policyholder dies.

Tax strategy scan Editorial Staff June 26

Tax strategy scan Editorial Staff June 26
Deferring compensation now could help in retirement: Tax Strategy Scan

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

Tax strategy scan Editorial Staff June 16

Tax strategy scan Editorial Staff June 16
Benefits of tax diversification in retirement plans: Tax Strategy Scan

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Tax strategy scan Editorial Staff June 9

Tax strategy scan Editorial Staff June 9

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Tax strategy scan

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Financial Planning