Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Democrats Weigh Paring Biden Tax Hike to Win Over Manchin
By Laura Davison, Erik Wasson and Ari NatterThe changes could mean that wealthy households and U.S. corporations end up facing smaller tax hikes than first planned.
June 23, 2022
Debate: What If Roth IRAs Had Lifetime RMDs, Too?Two professors discuss a proposal to harmonize the RMD rules for Roth and traditional IRAs.
June 23, 2022
Can You Avoid the 5-Year Inherited IRA Distribution Trap?Some clients may not know which distribution period applies to them when they inherit an account.
June 22, 2022
Meet the LUMINARIES Class of 2022 FinalistsNow in its second year, the recognition program spotlights firms and individuals who excel in four categories.
June 21, 2022
What Retirees, Pre-Retirees Want Most From Advisors: New SurveySocial Security and Medicare are the biggest concerns in the decade before retirement, Allianz Life found.
June 21, 2022
The Secure Act Changed Inherited IRA Rules. What's an Advisor to Do?IRAs may be one of your clients' largest stores of wealth. Here's what to consider for retirement and estate planning.
June 16, 2022
Can This Annuity Rider Help Your Client Through Rough Markets?A GLWB allows clients to remain invested in the market while locking in a guaranteed retirement income stream.
June 15, 2022
Fed Hikes Rates 75 Basis Points; Powell Says 75 or 50 Likely in JulyCritics have slammed the Federal Reserve for not anticipating the fastest price gains in four decades and for being too slow to respond to them.