Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
7 Tax-Efficient Ways to Give to Kids This Holiday Season
By John ManganaroThe rules for tax-free gifting to adults are complex, and gifting to minor children brings additional considerations.
November 20, 2025
How to Avoid a Missed RMD PenaltyLegislation has changed the distribution rules, so clients need to have a tax-smart plan in place.
November 20, 2025
6 Must-Know Facts About the Roth IRA 5-Year RuleRoth individual retirement accounts offer tax-free withdrawals, but there are important rules and limits to understand.
November 19, 2025
12 States Where the 1% Have the Highest Effective Tax RateNationally, this group paid 37% of federal income taxes, according to SmartAsset.
November 18, 2025
eMoney Integrates FP Alpha Estate Planning CapabilitiesThe integration enables advisors to sync client data from eMoney directly into FP Alpha’s estate planning system.
November 18, 2025
How 'Roth Hype' Can Hurt Retirement SaversWorkers are “rushing into Roth” during high-income tax years based on fear or misunderstanding, one expert worries.
November 17, 2025
7 Steps to Help Clients Avoid Steep Health Premium Hikes in 2026A few extra dollars of income could cost certain clients thousands per year if enhanced ACA tax credits aren't renewed.
November 17, 2025
For High Earners Reluctant to Go Roth, There's Another 'Catch-Up' OptionWorkers who must make 401(k) catch-up contributions to a Roth next year could fund an HSA instead.