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Tax deferments
How retirees can reduce their marginal tax rates: Tax Strategy Scan
One strategy includes encouraging clients to wait until the age of 70 to start collecting Social Security benefits.
How tax overhaul expands 529 benefits: Tax Strategy Scan
The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.
Morgan Stanley to take $1.25B hit for U.S. tax revamp
While banks will likely benefit from the lower rate, the new law requires charges in the near-term.
8 year-end tips for clients to get a bigger refund: Tax Strategy Scan
Clients should consider tax breaks such as education expenses, mortgage interest payment and small business costs.
How to sort out the taxes when a client sells their home: Tax Strategy Scan
Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.
Senate tax proposal by the numbers
Congress moved quickly to fulfill one of the GOP’s biggest and most long-awaited goals.
When REIT ETFs are worth a look
These funds can affordably provide clients with REIT exposure.
Pros and cons of cashing out life insurance: Tax Strategy Scan
Beneficiaries owe no federal tax on collected payouts after the policyholder dies.
