Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Says He May Sign Unemployment Benefits Order on Friday
By Justin Sink and Misyrlena EgkolfopoulouThe president spoke to reporters before leaving on Ohio trip; Pelosi said talks on virus relief package are making progress.
July 28, 2020
HRA Expansion Boosts Concierge Medical CareBut watch out — the proposed regulations could affect HSA eligibility for some concierge care users.
July 27, 2020
Why Roth Conversions Make Sense in Light of the SECURE ActThe SECURE Act passed at the end of 2019 has some far-reaching ramifications for the financial planning work you do with your clients.
July 24, 2020
Should Clients Donate Now or Later?There are several valid reasons for either choice, and for many clients, the answer is both.
July 24, 2020
3 Tax Planning Strategies to Consider NowIt's an election year, and big tax changes could come if Democrats gain power. Here's how to prepare.
July 24, 2020
Morningstar Changes Ratings Framework for 529 PlansDistinctions between advisor-sold and direct-sold plans will be eliminated.
July 24, 2020
The One Big Question Ric Edelman Is Hearing NowHe tells ThinkAdvisor how he answers that question and weighs in on rollovers, Reg BI and the proliferation of advisor podcasts.
July 23, 2020
Ed Slott: Don't Forget About Stretch IRA Changes, RMD Relief DeadlineAdvisors should remind clients that the deadline for returning unwanted RMDs is Aug. 31.