Displaying 231 results
Muni group fights for tax exemption
Several market participants are forming a coalition to lobby for the retention of the tax-exempt status of municipal…
Romney’s ‘I dig it’ trust sealed his 14% tax rate
In January 1999, a trust set up by former Massachusetts Gov. Mitt Romney for his children and grandchildren…
‘Roadmap’ a boon to investors
Most of the reaction to presumptive Republican presidential nominee Mitt Romney’s decision to tap Rep. Paul Ryan as…
Rift, rather the chasm, separates parties on investment-income taxes
Although a chasm separates Democrats and Republicans over most of the Bush tax cuts, the difference between them on taxation of investment income is more of a rift. Democrats are seeking a 20% rate on dividends and capital gains, while the GOP wants to set it at 15%.
Estate tax a focus of fiscal-cliff debate
When the Senate voted last Wednesday to pass controversial legislation extending some of the Bush administration tax cuts,…
What Stockton says about muni bond market
Stockton, Calif., is not indicative of most other cities in the municipal bond market.
Romney defeat could be big loss for capital gains
Election could be big loss for those with capital gains
Most annuity holders will duck Obamacare’s tax goose
Few make enough money to be hit by 3.8% surcharge; did insurers cry wolf?
Financial planners in limbo after health-care ruling
Supreme Court decision could muddle end of the year wrangling in Congress; which taxes are in, which are out
Economists, strategists see anemic growth in second half
Economists and chief investment strategists are busy penning their second-half outlooks for the investment markets, and many of them expect a rerun of the so-called risk-on/risk-off mentality of investors that developed in the middle of last year.
Advisers must act after Obamacare gets clean bill of health from Supreme Court
In the climax to an epic legal battle, the Supreme Court ruled that President Obama's massive health-care overhaul does not violate the Constitution. So what does this mean for advisers? Plenty.
Supreme Court ruling an ill wind for these health care stocks
Hospitals, big pharma likely winners, but HMOs, equipment makers could take a hit
Fiscal cliff ‘looms larger’ in wake of Supreme Court ruling
LPL's Kleintop says budget deficit compromise may be impossible after Obamacare decision
Are incentive fees coming to funds?
Boy, what a difference 25 years makes in the world of fund taxation. When my firm launched the…
U.S. Senate’s Baucus sees opportunity to reshape tax code
'Out of control' tax code needs to be updated for this century: Senator Max Baucus
Advisers back Romney, believe Obama’s in front
A new survey shows the majority of advisers would like to see Mitt Romney elected President. But those same advisers also believe they're in the minority on that score.
Want a smaller tax bite in retirement? It all depends on where you take income from
Minimizing taxes can go a long way toward prolonging a client’s retirement income stream — and it all…
Niche practice offers shield for advisers
Financial advisers who want to build their business by developing a niche can start by raising their public…
Retirement savings tax breaks safe — for now
At House hearing, neither Dems nor Republicans seemed eager to tinker with main selling point of 401(k)s and IRAs
A case of two wives and one pension
Consider the case of a man who named his wife as the beneficiary of his union pension but…
