See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
Sanders of Vermont, who is considering a second run for president, said in a statement his plan would apply to the wealthiest 0.2 percent of Americans.
Cornerstone Wealth Advisors founder Jon Guyton doesn't just run a financial planning firm that serves retirees, he also conducts retirement research himself.
The new QBI deduction is complex and regulations to explain the application of this provision have only partially cleared up some of the confusion surrounding its usage.