Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
10 Hard Questions That Reveal Why Investors Need Advisors
By Bryce SandersYour clients and prospects have hard questions on their minds. Demonstrate your value by answering them.
June 01, 2022
How to Help Retirees Avoid Tax Traps in Social Security, Capital GainsJoe Elsasser, founder of software maker Covisum, walked through how the interaction of tax rules can create planning opportunities.
March 31, 2022
LPL Launches SMA Strategies on Model Portfolio PlatformThe news comes about eight months after LPL said it was testing SMAs via a pilot program.
March 31, 2022
Schwab's Direct Indexing Platform to Launch in AprilSchwab's direct indexing fees are set to start at 0.40%, which matches the planned Fidelity Managed FidFolios.
March 23, 2022
5 Ways to Lower RMDs, Help Clients Reduce Medicare SurchargesStrategies to trim required minimum distributions can lessen the impact of income-related monthly adjustment amounts, or IRMAAs.
March 16, 2022
How Direct Indexing Helps Clients Cope With Market Volatility, TaxesMonali Vora, a partner at Goldman Sachs Asset Management, says every client wants a portfolio tailored to their financial goals.
March 09, 2022
Roth IRA Conversions in a Down Market: 6 Things to ConsiderA down market allows clients to convert a larger percentage of their traditional IRA.
December 28, 2021
8 Things to Say to Clients Before New Year's EveIt's not only acceptable but courteous to call your clients, wish them a happy new year and ask how they're planning to celebrate.