Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The IRS Needs Billions to Make Trillions
By Alexis LeondisUnderfunding the Internal Revenue Service allows scofflaws to go unpunished and will increase the budget deficit.
January 09, 2023
14 States With Income Tax Cuts in 2023Many of the cuts are aimed at retirement income, according to the Tax Foundation.
January 05, 2023
Don't Let Excess 401(k), IRA Savings Cause a Cash CrunchAdvisors should help clients balance pretax savings with funds that can be accessed in an emergency.
January 04, 2023
What Would Jack Bogle Think of Single-Stock ETFs?Morningstar's Ben Johnson talks to ThinkAdvisor about what "life after mutual funds" means for investors.
January 04, 2023
Ed Slott: Pay Attention! Secure 2.0 Dates Are 'All Over the Place'Slott delves into the sweeping retirement law's effective dates, some of which he's not too thrilled about.
January 03, 2023
FTX Fallout Will Benefit Crypto in the Long Run: Bitwise CIOAdvisors have an important role in crypto investing, Matt Hougan tells ThinkAdvisor.
January 03, 2023
6 Takeaways From Trump's Tax ReturnsThe 2015-2020 filings span hundreds of pages to account for domestic and foreign assets, credits, deductions, depreciation and more.
January 03, 2023
Delaying RMDs Under Secure 2.0? Beware the 'Great Tax Crunch'Just because clients can wait longer to take RMDs doesn't mean they should. Ed Slott suggests an alternative.