Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Will Have a Big Impact on Client Portfolios
By Ric EdelmanYes, the next four years will be very different from the past four.
December 04, 2024
Ed Slott: Big Moves Clients Should Not Make Before Year-EndAmong Slott's suggestions: Stop telling clients to beef up their 401(k)s and IRAs.
December 03, 2024
How to Avoid the Tax Trap of the Wash-Sale RuleTech tools can automate oversight of multiple accounts to ensure compliance while protecting investment gains.
December 03, 2024
How to Plan Around Tax PoliticsDon't rush to make big changes, Roger Young of T. Rowe Price cautions advisors.
December 03, 2024
Congress May Poach Retirement Benefits to Pay for 2025 Tax Cuts"Rothification" of 401(k)s or a rollback of the RMD age extension could be on the table.
December 03, 2024
A Tax Facts Debate: Pros and Cons of Trump’s 2025 Tax PlansDon’t miss the opportunity to hear from two leading tax experts and prepare for what’s ahead in 2025.
December 02, 2024
12 Most Generous U.S. StatesAlthough many Americans are not able to give much money, WalletHub found, they generously donate their time.
November 27, 2024
Two Roth IRA Mistakes High-Income Clients Must AvoidA wrong move can mean a big tax hit, but advisors can help repair or reduce the damage.