Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Yes, Inherited Roth IRAs Have RMDs. Here's What to Know.
By Robert Bloink and William H. ByrnesIdentifying the correct obligations will depend on the client's status and, perhaps, the elections made by a prior beneficiary.
February 03, 2026
New Bill Overhauls Individual Income Tax RatesThe Middle Class Tax Act would levy "a significant tax increase on high earners and capital income," said Jeff Bush.
January 30, 2026
Jeff Levine Calls Tax-Planning Gap Report an 'Indictment' of Advisor IndustryThe self-professed tax nerd says he was disappointed by the results of a recent BlackRock survey.
January 30, 2026
Debate: Should HSA Rules Be Tightened?Currently, once the account owner reaches age 65, there's penalty-free access for any purpose.
January 29, 2026
How to Help Clients Duck the 'SALT Torpedo'More affluent households can be unknowingly exposed to what planners call the state and local tax deduction trap.
January 29, 2026
No Tax on Overtime: What to Know in Filing SeasonThe IRS has released an FAQ on the deduction for qualified overtime compensation.
January 29, 2026
Americans Are More Worried About Health-Care Costs Than Gas or GroceriesMore than four in 10 voters plan to cast ballots with their health insurance bills top of mind this November, a KFF report finds.
January 28, 2026
5 Steps to Help Clients Through Retirement DecumulationAs investors move from their working years, the planning challenge changes dramatically — and so do the risks.