Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Bond Investors Could Score Major 'Tax Alpha' This Year
By John ManganaroPolicy shifts could tee up some excellent tax loss harvesting opportunities in fixed income, Parametric's Nisha Patel says.
February 13, 2023
How Taxation of Life Settlement Proceeds Works NowThe size of the tax bill depends partly on the health status of the client.
February 10, 2023
Debate: Should Capital Gains Be Subject to Social Security Taxes?Our tax experts discuss a proposal to impose Social Security payroll taxes on capital gains for the wealthy.
February 08, 2023
Debate: Would Fair Tax Act Help Fix a Broken System?Our tax experts discuss whether replacing the tax code with a flat sales tax would help Americans.
February 07, 2023
Variable Annuities Look Pretty Good at Tax TimeYour clients might want to consider a variable annuity if they want to avoid capital gains taxes.
February 06, 2023
Beware of Social Security Agents Bearing Lump-Sum OffersWarn your clients that if an SSA agent makes them an offer they can't refuse, they probably should.
February 02, 2023
Why Wealth Taxes Have Always Been a Terrible IdeaA 1% or 2% wealth tax may sound small, but it's actually very large compared with current tax rates.
February 01, 2023
Secure 2.0 Makes QLACs More AppealingSecure Act 2.0 has expanded the rules governing these types of longevity annuity contracts.