RMDs From Client IRAs: An Unconventional ESA Funding Tool
Required minimum distributions can seem like a burden to some clients by increasing their tax liability. One solution: funneling RMDs into an education savings account.
Expats Beware: FATCA Tax Data Exchange Is Up and Running
The IRS can now exchange taxpayer information with some foreign tax administrators.
Top Portfolio Products: Schwab Adds Commission-Free ETFs
There are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
Maximizing Retirement Benefits of Spousal IRAs for Non-Working Spouses
Retirement income planning for non-working client spouses can be more involved, but done right, a spousal IRA benefits both spouses.
Family Wealth Advisors Struggle to Price Their Services
The lives of wealthy families have become increasingly complex, making it harder for family wealth providers to set client fees, according to a new study.
10 States With Most Unfair Taxes
Residents in these states may be paying much more — or a lot less — than their fair share.
Now Is the Time for Charitable Lead Trusts
For clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
Top 10 States With Fairest Taxes
WalletHub compared tax data with taxpayer sentiment to find which states have the fairest tax system.
IRS Removes a Tax Barrier to Impact Investing for Foundations
A foundation's mission-related investments shouldn’t automatically be taxed, the IRS says.
Roth IRA Conversions: Silver Lining to Market Downturns
Paying attention to market swings can allow your clients to take advantage of benefits that, in some cases, can only be produced by careful timing.