Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Warns He'll Be Impeached If Republicans Lose Midterms
By Alicia Diaz and Erik WassonThe high cost of living, an issue Trump ran on in 2024, remains at the top of voters' minds.
January 05, 2026
Before Tapping Retirement Accounts to Buy a Home, Consider ThisUsing a 401(k) or IRA for this purpose shouldn't be done lightly, Jeff Levine and Ed Slott say.
January 05, 2026
Debate: Should Medicare's Eligibility Age Be Raised to 67?The Republican Study Committee proposal more closely aligns with the eligibility rules governing Social Security claiming.
January 05, 2026
New Service Supports Estate Planning for Adults Without ChildrenChildfree Trust helps clients create estate documents and designate a professional fiduciary team to manage their affairs.
January 02, 2026
What the New Roth Catch-Up Mandate Means for 2026 Tax PlanningHigh-income taxpayers could find that their taxes will jump because of a lost tax deduction.
December 26, 2025
Bitcoin's Slide Sets Up an Unusual Tax Harvesting OpportunityIf losses exceed gains, up to $3,000 can be deducted from ordinary income each year, with any additional losses being carried forward.
December 24, 2025
Tax Court Ruling Involves MassMutual Whole Life Policy LoansThe policy owners received one amount. The Form 1099-R showed another amount.
December 24, 2025
Millionaire Tax Plan Marks Growing Interest in Wealth LeviesDemocrats in Washington state and beyond are exploring more taxes to address the country’s widening wealth gap.