Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Roth IRA Conversions: Is Now a Good Time?
By Robert Bloink | William H. ByrnesConverting in a down market can minimize the tax hit, but there are a few details to consider carefully.
May 09, 2022
Capital Group ETFs Now Available in Model PortfoliosThe firm's ETFs are included in SEI's expanded line of models, along with American Funds mutual funds.
May 06, 2022
Debate: Did the IRS Get It Right on Secure Act RMD Rules?Two professors share their opinions on the IRS' surprising interpretation.
May 06, 2022
7 Things Advisors Need to Know About CryptoWhether you offer cryptocurrency investments or not, your clients likely have them, and they need guidance.
May 04, 2022
TurboTax to Pay $141M to Settle Claim It Duped ConsumersTurboTax lured customers with promises of free tax preparation only to "deceive them into paying for services," New York Attorney General Letitia James says.
May 03, 2022
J.P. Morgan Rolls Out Tax-Smart SMA Platform for AdvisorsThe new digital platform uses ActiveTax technology from 55ip, a firm J.P. Morgan bought in 2020.
April 29, 2022
Debate: Should Employers Be Required to Offer Roth Accounts to Some Workers?Two professors discuss the merits and feasibility of the "Rothification" of catch-up contributions under Secure Act 2.0.
April 29, 2022
Get Ready for New DOL IRA Rollover Guidelines This SummerAdvisors should brush up on rollover standards now to ensure they're ready to comply come July.