Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Milevsky: Advisors Should Charge More for Retirement Spending Advice
By Ginger SzalaDecumulation of assets is a far more complicated process than "retirement planning," the professor tells ThinkAdvisor.
April 30, 2021
Christine Benz: Biden Tax Plan Is Wake-Up Call to Trim Portfolio RiskMorningstar's director of personal finance says advisors need to worry less about taxes and more about concentrated positions.
April 30, 2021
Biden's Tax Proposals Could Increase Life Insurers' ValueFinke and other personal finance specialists see life insurance and annuities as tools for softening the impact.
April 29, 2021
Biden Tax Proposal Would Kick In at Over $500K for CouplesThe new top 39.6% tax bracket, proposed in the American Families Plan, would encompass less than 1% of taxpayers, says a White House official.
April 28, 2021
Capital Gains, Income or Estate Tax Changes: Which Would Have Biggest Impact?The Buckingham Wealth chief planning officer asked his Twitter followers to vote.
April 28, 2021
Should Lawmakers Block Biden's Infrastructure Bill Over SALT Cap?Two professors debate whether the $10,000 cap on the deduction for state and local taxes should be repealed.
April 28, 2021
What Advisors Think of Biden's $1.5T Tax Plan"Should these proposals prevail in Congress, financial planners will be more valuable than ever," one advisor told us.
April 28, 2021
Biden Proposes Making Health Premium Subsidy Boost PermanentHis American Families Plan outline also includes a national paid family and medical leave program.