Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Biden's Payroll Tax Hike Plan: Beyond the Donut Hole
By Dan JohnsonWhile this plan has received little discussion in Washington lately, forewarned is forearmed for your high-earning clients.
July 12, 2021
Harry Dent: Stock Market Crash Likely Within 3 Months"When this thing goes, it's going to go big," the Contrarian's Contrarian tells ThinkAdvisor.
July 08, 2021
Want to Avoid Taxes the Peter Thiel Way? Don't Even TryFrom fees to severe penalties for missteps, a self-directed retirement account is something most savers should steer clear of.
July 08, 2021
House Panel Crafting Bill to Limit IRA SavingsCiting Peter Thiel's $5B Roth IRA, Ways and Means Chairman Neal tells ThinkAdvisor he's working on legislation to "stop IRAs from being exploited."
July 07, 2021
Kitces: The Big Problem With 'Risk Tolerance'The amount of risk a client is able to take doesn't always align with the risk they're willing to take, he says.
July 06, 2021
Managed Account Assets Are Exploding: Cerulli AssociatesThey grew 41.6% in the first quarter from a year ago to a record $9.2 trillion.
July 02, 2021
In Tax-Loss Harvesting, Step Carefully Through the 'Wash Sale' MinefieldMutual funds and ETFs can cause even bigger headaches, Morningstar's Sheryl Rowling writes.
July 02, 2021
Financial Advice From a Bank? Customers Who Take It Love ItBank customers are unlikely to seek advice but most will follow it when they receive it, J.D. Power finds.