Browsing Tag
tax reform
22 posts
Action Needed Now on Social Security Reform: GAO
New report explores various options policymakers could employ to shore up program’s troubled finances
Biden Floats Billionaire Tax, Vows to ‘Protect’ Social Security
During State of the Union address, President says wealthy need to “pay their fair share” but measures face long odds in near term on Capitol Hill
‘Explosion’ in Use of Mega-IRAs by Wealthy Revealed in New Data Released by Wyden, Neal
Ever since ProPublica reported in June that PayPal co-founder Peter Thiel owns a Roth IRA that had grown…
Guiding Plan Participants Past Tax Fears
Advisors need to take the long view when it comes to soothing clients’ tax fears and help them…
Biden’s War on Wealth: 4 Proposals to Raise Tax Revenue
On Wednesday, President Joe Biden announced details of his latest domestic spending proposal called The American Families Plan,…
Study Warns Massachusetts Tax Proposal Would Raid Retirement Plans
If passed, a constitutional amendment to impose a graduated income tax would raid the retirement plans of Massachusetts…
Biden Ponders Major Tax Hikes for Corporations, Wealthy
Financial advisors’ antennae are up on news this week that President Joe Biden may be planning the first…
Trump Tune Changes as 401(k)s Falter
One of President Trump’s key boasts in the post-election economic boom has largely subsided with the stock market…
Republicans Bank Election on Tax Reform Reboot
Cynical political ploy or solid plan to boost the economy? Touting a strong fiscal environment that they say…
How Many Workers Will Increase Retirement Savings Because of Tax Reform?
Whatever it takes to meaningfully move the needle. Almost 13 percent of Americans plan to use the recent…