Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
RMD Rules After Divorce Might Surprise Your Clients
By Robert Bloink and William H. ByrnesUsing a qualified domestic relations order to divide retirement assets doesn't always create a clean break.
April 15, 2026
4 Ways Advisors Help Clients Manage RMDsAdvisors shared real-life examples of how they helped clients minimize these distributions — and lighten the tax hit.
April 15, 2026
Ed Slott: Clients' 2025 Tax Returns Are Key to 2026 PlanningThe returns, which reflect the new tax law, are a "valuable roadmap" for future years, Slott tells ThinkAdvisor.
April 14, 2026
NJ Lawmaker Seeks to Lift SALT Cap to $80,800 for Married FilersRep. Josh Gottheimer said the upcoming fast-track spending legislation is the "perfect vehicle" to push for more deductions.
April 13, 2026
New Bill Requires IRS to Provide Call Wait TimesThe proposed legislation would also make tax returns and notices available via the agency website or mobile app.
April 13, 2026
12 Best States for Older Workers in 2026People 65 and older are projected to experience faster labor force growth over the next decade, CareScout finds.
April 10, 2026
12 Cities Where a $100,000 Salary Buys the MostThe real purchasing power of a six-figure income, SmartAsset research finds, depends largely on location and lifestyle.
April 08, 2026
Most Advisors Have Big Gaps in Medicare Knowledge: SurveyFew who took an insurer's quiz understood that "Original Medicare" lacks a cap on annual out-of-pocket spending.