Trump's Election and 2024 Tax Planning: What's an Uncertain Client to Do?
By Roger WohlnerAdvisors and clients cannot let the uncertainty surrounding the future of tax rules paralyze them.
November 07, 2024
What Trump's Win Means for the Markets: 3 VIP ViewsSchwab's Liz Ann Sonders, Creative Planning's Peter Mallouk and Carson Group's Ryan Detrick weigh in on what strategies to embrace.
November 07, 2024
What's at Stake in the Ameriprise-LPL Fight Over Client DataAmeriprise accuses LPL of encouraging recruits to abscond with client data; LPL says Ameriprise aims to restrict competition.
November 06, 2024
Should Clients Change Advisors When They Retire?Advisors who are experts at helping clients accumulate wealth may lack knowledge about the retirement income phase.
November 06, 2024
What Trump's Win Means for Estate Tax PlanningOne tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.
November 06, 2024
S&P 500, Bitcoin Hit Peak as Trump to Retake White HouseThe market is more focused on the positive aspects of Trump's agenda with less concern on tariff impacts and wider policy outcomes.
November 06, 2024
5 Ways Trump's Election Could Affect Life and Annuity PlayersThe climate for rollover sales standards and federal estate taxes will change.
November 05, 2024
Taxes, Tariffs and More: 5 Key Economic Stakes of the ElectionTrump's promised to extend tax cuts passed during his first term, which Harris would do only for those earning less than $400,000.