Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Advisors' Advice: What Does the Secure Act Really Mean for Clients?
By Ginger SzalaWe asked advisors to give us their take on the Secure Act. Here are 15 of the responses.
January 24, 2020
How the First Black CFP Built His PracticeLeCount Davis, 82, tells ThinkAdvisor about his mentors, the obstacles he faced, and why he still serves clients.
January 16, 2020
12 Worst States for Retirement: 2020These states ranked lowest for retirement on quality of life, affordability and health care.
January 16, 2020
Big Banks Reap $32B Windfall From Trump Tax Cuts: ReportBank of America, JPMorgan, Wells Fargo and others paid 18% in taxes vs. about 30% two years ago, Bloomberg says.
January 14, 2020
12 Best States for Retirement: 2020WalletHub ranked the 50 states according to their retirement friendliness, using 47 relevant metrics.
January 08, 2020
Secure Act's MEP Changes Are a Game Changer for 2020The Secure Act fundamentally changed the nature of MEPs and needs to be examined for its impact on clients.
January 08, 2020
Secure Act Forcing Shift in IRA PlanningClients should be made aware of the changes so that they can modify both their savings and withdrawal strategies.
January 08, 2020
Your Client Opened a Donor-Advised Fund Account. Now What?They probably know which causes they want to support. Now you can help them take action.