Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Section 1035-Your Way Out of Obsolete Life Insurance Trusts
By William H. Byrnes | Robert BloinkA Section 1035 tax-free exchange can provide a tax-preferred way to obtain a life insurance policy or annuity.
April 16, 2019
Tax Reform Ruined Roth IRA Conversions, but Hope ExistsThe recharacterization door has closed, but a huge window to do Roth conversions while minimizing taxes has opened.
April 15, 2019
Many High-Income Taxpayers Faced an Unwelcome Surprise in 2018: Janus HendersonNearly half of upper-income taxpayers had higher tax bills in 2018, and 90% didn't understand the SALT deduction cap, a survey found.
April 12, 2019
Focus on 401(k)s: The NUA Tax Minimization StrategyClients who are nearing retirement should take stock of the assets held within their 401(k)s while it is still early in the year.
April 10, 2019
Bad Behavior Cost Equity-Fund Investors 5 Percentage Points in 2018: DalbarDalbar's 25th annual Quantitative Analysis of Investor Behavior report explores whether underperforming investors are made or born.
April 10, 2019
Trump SALT Change Isn't Causing People to Flee New York: Moody'sDemocrats had warned that capping the state and local tax deduction could lead to a mass exodus of wealthy taxpayers.
April 09, 2019
House Passes Bill to Redesign IRSThe bipartisan bill overhauls the IRS' tools of enforcement but also forbids it from competing with private tax-prep services.
April 08, 2019
Investor-Advisor Discussions Dominated by Market Volatility, Politics: Eaton VanceFour out of five advisors reported that the current political environment was an important part of client conversations.