Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
5 Emerging Investment Trends for Wealth Managers in the 2020s
By Michael S. FischerFrom blending active with passive to tax-aware strategies, here's what advisors need to watch in the next decade, according to Mercer.
January 28, 2020
Advisors' Advice: What Does the Secure Act Really Mean for Clients?We asked advisors to give us their take on the Secure Act. Here are 15 of the responses.
January 27, 2020
Schwab Donor-Advised Fund Grants Rose 26% in 2019Many donors capitalized on strong market growth to donate appreciated assets, Schwab Charitable said.
January 27, 2020
IRS Issues Guidance Amid Secure Act RMD ConfusionSome financial institutions sent incorrect notices about RMDs. Here's what to tell your clients, according to Ed Slott.
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.