The Assets: Tax planning
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December 4, 2018New Trump Tax Shelter Needs More Detail, Experts WarnOpportunity Zones won’t attract investors without clearer guidelines, accountant group says.No Comments
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November 26, 2018My Merrill Lynch “Grand Experiment:” Breakaway Advisor Reveals Reasons for Curious MoveWhy did this veteran advisor join Merrill Lynch for just two years mid-career?No Comments
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November 19, 2018Estate Plans Don’t Grant Superpowers, But They Do Protect Client AssetsEstate planning is important, but beginning the conversation with clients can be hard, FAs claim.No Comments
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November 16, 2018What a Democrat-Controlled House Means for TaxesThe 2017 Tax Cuts and Jobs Act might be re-litigated in the House Ways and Means Committee.No Comments
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November 13, 2018“Roth IRA for the Rich” Could Erase Capital Gains Tax Liabilities – and Family Offices Are Loving ItWhile as yet untested, many think QOZs are a boondoggle for the ultra-wealthy.No Comments
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November 12, 2018FAs Are Making Critical Mistakes in IRAs, Expert WarnsAdvisors who avoid these IRA mistakes may save their clients boatloads.Last Comment: November 13, 2018
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November 5, 2018Tax Efficiency is a Big Factor in How This Top Advisor Allocates Client AssetsFinal part of a six-part series probing the concerns of American investors.No Comments
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October 23, 2018Wealthfront Mints a Partnership to Turbo-Charge Client AccessUsers of Intuit’s TurboTax and Mint software will be able to pre-populate account information from their tax data.No Comments
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October 17, 2018Social Security Cost-of-Living Adjustments May Not Be Enough, Warns LobbyThe SSA is making a 2.8% cost-of-living increase for beneficiaries, but healthcare costs, among others, are rising faster than inflation, according to the AARP.No Comments
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October 3, 2018Here's How Retirement Savings Change Under Congress' Tax Cuts 2.0The Family Savings Act of 2018 will apparently make it easier for smaller firms to form multi-employer plans.No Comments
