Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
4 Smart Ways to Close Out a Bewildering Tax Year
By Alexis LeondisRetirement savers, business owners, crypto investors and residents of high-tax states: Take note.
November 24, 2021
Biggest Retirement News of 2021Some of this year's biggest headlines focused on topics like the Social Security COLA and IRA issues.
November 24, 2021
Are You Rich? That's a Ridiculous Question.Democrats are tying themselves into knots trying to define who's wealthy enough to pay for their new spending plan.
November 23, 2021
Why Retirees Are Spending More Than They Used ToIt's not just because of inflation, J.P. Morgan Asset Management's top retirement researcher tells ThinkAdvisor.
November 23, 2021
How HSAs Can Help Your Clients Save for RetirementThe unique tax treatment of HSAs makes them a good way for clients to save for health costs Medicare doesn't cover.
November 23, 2021
2021 News of the YearWe review the major developments affecting financial advisors — from Wall Street to Washington — over the past 12 months.
November 22, 2021
Steve Scanlon: Mind the Market HeadwindsThe head of Equitable's individual retirement unit says he expects inflation to be a real predator.
November 21, 2021
Harry Dent: Stock Market Crash Coming in Early 2022; 'Economy Is Dead'The "Contrarian's Contrarian" tells ThinkAdvisor how investors can play the 80% stock drop he predicts to their advantage.