Uncover more opportunities to benefit from retirement planning. While the tax act left many of the rules and laws pertaining to retirement plans unchanged, overall tax rates were lowered and deductions changed. Given this new landscape, there may be additional opportunities and new twists to be mindful of when planning for retirement in the most
Favorable tax planning opportunities that may apply to your stock options. The 2017 Tax Cuts and Jobs Act created additional stock option planning opportunities for corporate executives. Of the many recent tax law changes, a few provisions provide expanded planning with respect to incentive stock options (ISOs). Making the right decisions when exercising options can
In the 3Q 2018 issue of our quarterly publication, we: Provide a round-up of yields across the muni spectrum and an overview of yield curves, performance, and fund flows. Offer our outlook for 4Q, framing it in terms of our core narrative. Explore how—in light of the rising rate environment and the lowering of bond
