Tax Planning Articles

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Parents Struggle To Save For College, CFP Board Finds

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Parents' own student loan debt prevents them from saving for their children’s college expenses, a CFP Board survey has found.

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Romney-Sized IRAs Get Scrutiny As U.S. Studies Tax Breaks

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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.

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Domestic Partnership Designation Valuable For Advisors

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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.

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Permanent Life Insurance Underutilized, Says Northwestern Mutual

by FA Staff

Permanent life insurance policies offer clients important financial living benefits, yet only 22 percent of Americans own one, according to Northwestern Mutual.

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No Free Lunch For Companies As IRS Weighs Tax-Exempt Meal Rules

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The Internal Revenue Service is taking a closer look at free meals as a popular tax-exempt perk offered by companies such as Google.

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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

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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

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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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