taxes

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  Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow

  By Editorial Staff  |  February 22, 2013

  "Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.

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  Fidelity Charitable Offers 4 Strategies for Giving in Fluid Tax Environment

  By Michael S. Fischer, AdvisorOne  |  November 14, 2012

  Last week, Fidelity Charitable rolled out an online Giving & Taxes Center to help philanthropists find the best approaches to funding giving plans now and in the future.

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  9 Crucial Eras in U.S. Income Tax History

  By Dan Berman, AdvisorOne  |  October 25, 2012

  Listen to Obama and Romney debate tax policy today and you'll hear echoes of the past, all the way back to the Civil War.

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  Deficit Tax Proposals Would Radically Change 401(k)s: EBRI

  By Jane Wollman Rusoff  |  November 11, 2011

  If enacted, two major tax-reform proposals aimed at shrinking the federal deficit would reduce 401(k) plan contributions and likely send retirement account balances tumbling, according to the nonpartisan EBRI.

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  Lawmakers Push Financial Transaction Tax as Deficit Deadline Nears

  By Melanie Waddell, AdvisorOne  |  November 11, 2011

  With only two weeks left to reach a deal, lawmakers supporting the bill that would levy a tax on financial transactions urged the Joint Select Committee on Deficit Reduction in a Nov. 8 letter to adopt their proposal.

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  Buffett Jabs Wall St., Saying It ‘Doesn’t Feel Loved’

  By Danielle Andrus, AdvisorOne  |  October 3, 2011

  Wall Street doesn’t feel loved, Warren Buffett told Charlie Rose in an interview on Sept. 30. Buffett noted that some rhetoric from President Barack Obama led to a lack of support from Wall Street.