Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How 'Gray Divorce' Complicates Estate Planning
By Michael S. FischerEstate planners and attorneys are watching the rise in divorces after 50 play out in often negative ways, according to TD Wealth.
February 07, 2020
Human Capital: Ed Slott Tackles Thorniest Secure Act ProvisionsIn 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 06, 2020
5 Easiest Countries to Retire AbroadInternational Living broke out the destinations where it's easiest for American retirees to fit in.
February 05, 2020
IRS Needs a Major Tech Overhaul, Groups SayTax professionals have some suggestions for the IRS' upcoming reorganization.
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.