Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
June 06, 2023
Advisor Larry Sprung's Not-So-Secret Marketing Weapon: JoyThe Mitlin Financial founder tells ThinkAdvisor about his attention-grabbing slogan and how offering second opinions attracts clients.
June 05, 2023
Debate: Should Workers on Medicare Be Allowed to Fund HSAs?There are proposals to change this rule, but they would impose other restrictions on use of HSA money.
June 02, 2023
What the Wealthiest Families Worry About the Most May Surprise YouThere is always concern about minimizing taxes and earning solid returns, but a more nuanced issue stands out.
June 01, 2023
Inherited IRAs: 3 RMD Options for Surviving SpousesPost-Secure Act, they can still take RMDs over their lifetime. But there are other options, and limited time to choose.
May 30, 2023
What Cuts Are in the Biden-McCarthy Debt Limit Deal?Here's what could happen to programs like Social Security and Medicare, IRS enforcement and payments on student loans.
May 28, 2023
Biden, McCarthy Forge Debt Deal in Bid to Avert DefaultThe deal would clawback funding for IRS agents and speed up some energy project environmental reviews, according to a GOP summary.
May 26, 2023
Emerging U.S. Debt Deal Would Raise Limit, Cap Spending for 2 YearsThe tentative deal would cut $10 billion from the $80 billion IRS budget increase and would upgrade the electric grid.
May 25, 2023
Working Past 65? Remember, Medicare and HSAs Don't MixWhen clients work past Medicare's eligibility age, potential complications should be addressed to prevent unpleasant surprises.
May 23, 2023
Ed Slott: The IRA Conversation Advisors and Clients Must Have NowSlott talks to ThinkAdvisor about upcoming tax changes, Social Security's future and how to handle missed RMDs.
May 22, 2023
Act Now to Avoid Estate Planning Logjam in 2025Estate planners could be in extremely short supply in the years ahead, just when they're needed most.