Browsing Tag
tax reform
23 posts
Social Security Solvency Clock Ticking as Wait Drags On for 2025 Trustees Report
Overdue report will bring updated projections on insolvency timeline and potential benefit cuts; help advisors and clients plan for uncertainties
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
Discover advisor tax planning strategies to ease client fears, avoid speculation, and focus on long-term financial goals.
Biden’s War on Wealth: 4 Proposals to Raise Tax Revenue
Slideshow details four of President Biden’s major proposed tax increases targeting corporations and very wealthy Americans.
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
Touting a strong economy they say is a result of Tax Cuts and Jobs Act, the GOP revealed bills they called a sequel to legislation passed in December.