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Tax Planning Articles
Parents' own student loan debt prevents them from saving for their children’s college expenses, a CFP Board survey has found.
About 9,000 U.S. taxpayers have each accumulated at least $5 million in IRAs, said the GAO, raising questions about some investors’ tax-advantaged returns.
Same-sex couples have higher incomes and less unemployment than average, so they are just the people financial planners want to have as clients, an expert says.
Permanent life insurance policies offer clients important financial living benefits, yet only 22 percent of Americans own one, according to Northwestern Mutual.
The Internal Revenue Service is taking a closer look at free meals as a popular tax-exempt perk offered by companies such as Google.
The acquisition makes Great-West Financial the second largest provider in the U.S. defined contribution market with nearly 7 million participants, says the firm.
By later this year, a slew of nontransparent ETFs may be introduced.
Leading both parents and kids in student loan repayment strategies can improve everyone’s financial future.
President Barack Obama has been bashing companies that pursue offshore mergers to reduce taxes, but some of the people behind the deals are his biggest donors.
The number of Americans renouncing U.S. citizenship declined 13 percent in the final half year before rules that make it harder to hide assets from tax authorities came into force.
Financial Advisor Blogs
Portfolio Manager Insights
An "endowment" spending approach may help retired clients preserve the value of their portfolios, says Jan Blakeley Holman, director of advisor education at Thornburg Investment Management. + Read more
"Business Adventures" by John Brooks is a collection of stories that shows there's still much to be learned from the way businesses conducted themselves 50 years ago. + Read more