Investors still need to plan for long-term tax hikes and keep AMT exposure, itemized deduction limitations, charitable distribution opportunities, and trust taxation on their radars, says Investor Solutions' John Pitlosh.
Morningstar's Tim Strauts details the complicated tax treatment of MLPs, commodities, and other nontraditional assets, and offers several ETF and ETN picks along with another to avoid.
With more firms decreasing (or eliminating) their payouts, DividendInvestor editor Josh Peters highlights what investors should look for to ensure stable, long-term dividend income.
Looking to fully fund an IRA for the 2012 tax year? Get a shortlist of ideas from Morningstar strategists Heather Brilliant, Russ Kinnel, Sam Lee, and Josh Peters.
"FSI has long supported a uniform fiduciary standard that increases protection for investors without limiting access to financial advice and service for Main Street Americans," Dale Brown, the institute's president and chief executive said in a statement Monday.
This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...
Big banks are struggling to find the best way to compensate their chief executive officers, said Sallie L. Krawcheck, former head of wealth management for Bank of America Corp.