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Under the proposals, the top 0.1% of earners would be subject to a 43% tax rate on their income.September 14
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Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile yearsSeptember 8
CFP, Senior Investment ConsultantCommonwealth Financial Network.
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Waiting until year end to factor in portfolio volatility is risky business.September 4
Senior Regional DirectorRussell Investments
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It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.August 31
Founder and CEOProquility Private Wealth Partners
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The president has deferred payroll taxes that fund the program, and says he would eliminate them if elected to a second term.August 27
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Depending on the economy and the election, they could be on the chopping block as soon as 2021.August 26
Managing Director, Wealth StrategistCresset Asset Management
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New regulations have altered advice for Social Security, Roth conversions, tax code, estate planning and much more. Financial plans must be crafted with enough flexibility to change with the times.August 24
JD, Advanced Planning ConsultantCommonwealth Financial Network
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Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.August 24
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From regulations to taxes, big changes could be in the offing.August 20
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The president said his action authorizes the U.S. Treasury to allow companies to defer — not suspend — payroll taxes for Americans making less than $100,000 a year from Sept. 1 through Dec. 31.August 10
