Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
3 Stretch IRA Alternatives After IRS' Secure Act Surprise
By Robert Bloink | William H. ByrnesTax-efficient estate planning strategies exist, but each has its own rules.
March 15, 2022
Vanguard Hit With Class-Action Suit Over Target Date Fund Tax BillsVanguard intentionally created a selloff resembling an "elephant stampede" when it slashed minimums for institutional TDFs, according to the suit.
March 14, 2022
Debate: Should Congress Support Manchin's Scaled-Back Build Back Better Act?Two professors debate the West Virginia senator's latest pitch of a revised economic plan.
March 14, 2022
Ed Slott: New IRS Secure Act Regs Are an RMD 'Nightmare'"I really don't know how advisors will be able to explain this all to clients," Slott told ThinkAdvisor.
March 11, 2022
IRS' Secure Act Guidance on RMDs Has a Surprise TwistThe IRS has released long-awaited proposed regulations on inherited IRAs.
March 10, 2022
How Women Are Boosting Americans' Financial SecurityHere's a look at some of the female volunteers and nonprofits geared toward creating financial independence for women.
March 09, 2022
New Mexico Eliminates Social Security Taxes for Many SeniorsThe governor has signed a bill eliminating state taxes on benefits for those under certain income thresholds.
March 09, 2022
Roth IRA Conversions in a Down Market: 6 Things to ConsiderA down market allows clients to convert a larger percentage of their traditional IRA.