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The tax, estate and retirement planning ramifications of the Supreme Court’s ruling on same-sex marriage
(By - Andrew Samalin, Investment News)
Ruling affords advisers an opportunity to review and update clients’ financial and tax plans
The Supreme Court’s ruling in Obergefell v. Hodges means it is now unconstitutional for states to ban same-sex marriage. This ruling affords advisers an opportunity to review and update clients’ financial and tax plans. The details are still being implemented, and it is likely that more guidance will be provided by the IRS, Social Security Administration and Labor Department. But here’s a quick overview of the tax, retirement, Social Security and estate planning ramifications of the ruling. Read more…
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