Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Human Capital: Ed Slott Tackles Thorniest Secure Act Provisions
By Melanie Waddell Melanie WaddellIn episode #8 of our Human Capital podcast, Slott jumps into the stretch IRA changes, and why the law sets up an "emergency estate planning revision."
February 04, 2020
How to Avoid the Secure Act's Long-Term Tax TrapsOne potential trap: Later RMDs may lead to a bigger lifetime tax bill.
February 03, 2020
IRS Offers Older Taxpayers a Senior-Friendly Form 1040Form 1040-SR is easier to read and allows income reporting from sources common to seniors.
February 03, 2020
The Biggest Estate Planning Blunders of All TimeHere are 13 stories that show why thinking carefully ahead of time matters.
January 31, 2020
How Charitable Boomers Can Reduce the RMD Tax PinchWIth a QCD, retirees can get around tax issues when RMDs threaten to bump them into a higher bracket.
January 29, 2020
5 Emerging Investment Trends for Wealth Managers in the 2020sFrom blending active with passive to tax-aware strategies, here's what advisors need to watch in the next decade, according to Mercer.
January 29, 2020
10 Investment Income Tax Questions, AnsweredHow the tax affects retirement income, Roth IRA conversions, capital gains and more.
January 28, 2020
10 Hottest Neighborhoods for Homebuyers in 2020: RedfinWant to find potential clients? These areas are attracting attention as buyers are priced out of major cities.