Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
2 Ways Secure Act 2.0 Could Help Small Businesses
By Jared PorterA "Starter 401(k)" provision would give the smallest businesses an entry point to helping employees save for retirement.
July 14, 2022
Can a Registered Index-Linked Annuity Protect Your Clients in a Down Market?A RILA can allow clients to participate in some market gains while limiting their risk of loss.
July 13, 2022
What Advisors, Investors Can Expect in Second Half of 2022Good economic news has been hard to come by, but consumers have held up. Will the winds shift in the second half?
July 13, 2022
Sen. Warren Floats Bill to 'Simplify' Tax FilingAmong other measures, the bill directs the IRS to develop a free, online tax preparation and filing service.
July 13, 2022
Wealthy Business Owners Are at Center of Fight Over Biden's Tax PlanAt issue are a handful of measures that would largely tax the owners of pass-through businesses.
July 13, 2022
Social Security COLA Estimate Rises to 10.5% for 2023 as Inflation Accelerates in JuneAs the June BLS report shows 9.1% inflation from a year ago, a senior advocate warns rising Social Security benefits carry hidden costs.
July 11, 2022
Here's Your Midyear Client Review Checklist for 2022Between volatility and inflation and longer-term issues like estate planning and RMDs, there's lots to discuss.
July 11, 2022
Biden's Economic Plan Hits Crunch TimeHere's the status of tax, Medicare, drug pricing and other changes in the latest package, which aims to raise about $1 trillion in revenue.