Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
July 12, 2024
Wealthspire Launches Trust Company to Support Wealthy ClientsThe independent RIA will staff the unit with advisors who specialize in estate planning, wealth transfer and taxation.
July 11, 2024
Roth IRAs Could Fund a Long-Term Care PlanPlanning purists may shudder, but Kassi Hyde of Apollon Wealth Management is not a planning purist.
July 10, 2024
How to Avoid Excess IRA Contribution PenaltiesWithdrawing the excess may seem like a simple fix, but many clients are faced with more complicated scenarios.
July 08, 2024
How to Talk With Retirement Clients About the Presidential ElectionAdvisors are often wary of talking politics, but that doesn't mean they can ignore legitimate client concerns.
July 05, 2024
Putting Retirement Portfolios to Work to Produce IncomeAt Morningstar's conference, Christine Benz and others discussed retirement needs and income strategies to meet them.
July 03, 2024
How High Earners Can Maximize This Business Tax Deduction Before It DisappearsBusiness owners can use retirement plans to get their taxable income below the qualified business income deduction threshold.
July 01, 2024
Jeremy Siegel: Stock Market Prefers TrumpEconomist Jeremy Siegel and Ritholtz Wealth CEO Josh Brown both noted Trump's Wall Street-friendly policies.
July 01, 2024
New IRS Rules Require BDs to Report Sales, Exchanges of Digital Assets"Great news all around!" Ric Edelman says of the new requirements.
July 01, 2024
The Art and Science of Tax Planning for RetirementWhen to use Roth IRAs, for example, isn't always clear-cut, says Roger Young of T. Rowe Price.
June 27, 2024
12 States With Biggest Estate Tax BillsNew IRS data could help financial pros find potential demand for life insurance and estate planning.