Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Debate: Should the EARN Act Let Savers Tap 401(k)s to Pay for LTCI?
By Robert Bloink | William H. ByrnesTwo professors discuss the merit of a provision allowing penalty-free withdrawals to cover long-term care insurance.
September 15, 2022
11 Questions Clients Have About Annuities and TaxesTaxes on annuity payments can be complicated. Here's what annuity holders and their advisors should know.
September 13, 2022
Social Security COLA for 2023 Estimated at 8.7%It would be the biggest increase ever received by most beneficiaries alive today, senior advocate Mary Johnson says.
September 08, 2022
Debate: Should Tax Deferrals From Opportunity Zone Investments Be Extended?Two professors discuss delaying the taxation of these capital gains through 2028.
September 07, 2022
10 Hard Questions That Reveal Why Investors Need AdvisorsYour clients and prospects have hard questions on their minds. Demonstrate your value by answering them.
September 02, 2022
IRS Posts LTCI Issuer Rehabilitation Letter RulingThe transaction should not affect the policyholders' federal income taxes, according to an IRS senior counsel.
September 01, 2022
Will the Inflation Reduction Act Push Employers Away From Sponsoring Health Plans?It's possible that the new rules for claiming the premium tax credit could be made permanent.
September 01, 2022
Debate: Is Biden's Student Loan Forgiveness Plan a Mistake?Two professors discuss the president's plan to forgive up to $10,000 in student loan debt for certain taxpayers.