Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How to Eliminate Tax on Some Roth IRA Conversions
By Robert Bloink | William H. ByrnesClients with after-tax IRA funds may be able to isolate basis and execute an entirely nontaxable Roth conversion.
March 03, 2022
Female Investors Become More Proactive in Financial PlanningCOVID-19 has significantly influenced how women viewed their finances, a Nationwide Retirement Institute study found.
March 03, 2022
How to Jump Into Pro Bono Financial PlanningHere are details on ways the FPA helps advisors volunteer their time and expertise to aid underserved and at-risk individuals and families.
March 02, 2022
Clients Can Tap 401(k)s and IRAs Early Without Penalty, but BewareThere's an exception to the IRS' early distribution rules, but it can be a minefield of tax hazards.
March 01, 2022
Sen. Wyden Calls for 6 Economic Actions Against RussiaCongress must address key areas to punish Putin for invading Ukraine, the Senate Finance Committee chair said.
March 01, 2022
Social Security Benefits Are Taxed? Ouch!New retirees often find themselves in a higher tax bracket than they expected.
February 28, 2022
Warren Buffett's 8 Nuggets of Wisdom for Investors: 2022The conglomerate has produced compounded yearly gains that are nearly double those of the S&P 500.
February 28, 2022
Ukraine War Means Yet More Inflation: Andy FriedmanMeanwhile, tax hikes are likely by 2023, the political analyst and former tax attorney says, offering planning tips.