Tax Planning Articles

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Great-West Financial Acquires J.P. Morgan Retirement Plan Services

by FA Staff

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.

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Fast Forward

by Marla Brill

By later this year, a slew of nontransparent ETFs may be introduced.

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Tackling Diploma Debt

by Jerilyn Klein Bier

Leading both parents and kids in student loan repayment strategies can improve everyone’s financial future.

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Obama Donors Embrace Corporate Inversions He Criticizes


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.

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Americans Give Up Passports As Asset-Disclosure Rules Start


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.

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Pure's Play

by Dan Jamieson

Michael Fenison thought he’d retire. instead he created a new model for planning with a major focus on the mass affluent.

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Reality Check

by Eric L. Reiner

Ruling on 60-day IRA rollovers startles some practitioners.

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Confronting The ACA

by Lisa Brown

Advisors should learn how clients are being impacted by the Affordable Care Act. Here are three strategic tips.

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Estate Tax Repeal Vote Possible in House In 2014


Republicans are considering voting this year to repeal the U.S. estate tax, said House Ways and Means Chairman Dave Camp.

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Advisors Feel Need To Justify Fees, Survey Finds

by Kathy Lynch

Seventy-four percent of advisors want more resources to help communicate their value to clients, as many feel the need to justify their fees, says Russell Investments.

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