-
Although more taxpayers are expected to use the standard deduction, they can still claim the tax deduction for IRA contributions.
February 19
-
Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.
February 19
-
The tax-focused IBD’s custodial and platform transition is taking longer than the company or its advisors expected.
February 14
-
Although earnings in a deferred annuity will not be included in an investor's adjusted gross income, future withdrawals from the annuity could trigger a bigger tax bill.
February 14
-
About 19% of adults support elderly family members in some way.
February 13
-
Maryland and New Jersey are among the least-appealing places for employees to spend their post-work years, due in part to affordability, health costs and overall quality of life.
February 12
-
No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.
February 12
-
Modifications should be made as soon as they determine their liability for 2018 and the impact of the new law on their returns, an expert says.
February 12
-
Changes to the law meant some taxpayers needed to adjust their withholding. Many were confused about how to do so.
February 11
-
Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.
February 5
-
Scammers are notorious for stealing social security numbers to file fake returns, an expert warns.
February 5
-
-
One approach to determine a retirement withdrawal rate is to set a fixed percentage of their portfolio every year, says an expert. But there are other strategies, as well.
January 29 -
IRS data provides all the information needed to figure out the answer.
January 29
-
The impact of the 35-day partial government shutdown could delay the process this year.
January 29
-
This $1.5 trillion dilemma doesn’t discriminate.
January 23
-
The proposed regulations also provide guidance for taxpayers who hold interests in regulated investment companies.
January 22 -
There are still dozens of questions about how the tax break applies.
January 16 -
The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.
January 15
-
Being a homeowner may not be the most cost efficient move in some areas.
January 15
