Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Roth IRA vs. Roth 401(k): Which Is Best for Your Clients?
By Roger WohlnerIn some cases, both types of Roth accounts can be used together to help accomplish your client's goals.
June 16, 2021
Biden's Estate Tax Overhaul: Forewarned Is ForearmedWhile it may not come to fruition, the American Families Plan includes the largest tax increase on the wealthiest in over a century.
June 16, 2021
Senate Bill Strengthens IRS Whistleblower ProtectionsA bill introduced by Sens. Wyden and Grassley updates, clarifies and improves the IRS whistleblower award program.
June 11, 2021
Roth IRA Conversions: When Is the Best Time?While now is a good time for many clients to make Roth conversions, individual circumstances are paramount.
June 10, 2021
Millionaire Surtax Bill Revived in CongressThe bill would apply an additional 10% tax to incomes above $2 million for married couples or above $1 million for individuals.
June 10, 2021
World's Richest Face Tax Blow After 40% Wealth Surge to $8.4TNow, a group powerful enough to challenge the supremacy of the tech titans is on the verge of taking action.
June 08, 2021
10 Tax Facts to Know About Marriage and Blended FamiliesHow marriage, remarriage and divorce can affect your clients' tax, retirement and estate planning.
June 08, 2021
A Reality Check on Biden's Tax, Infrastructure Plans From Schwab's Man in WashingtonSchwab's legislative and regulatory affairs representative, Mike Townsend, discusses how much of Biden's agenda he thinks is achievable.