Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump Order on MEPs, RMDs Expands Retirement Options
By Robert Bloink and William H. ByrnesIf the changes are adopted, a potentially valuable strategy could emerge for small-business owners while RMD planning would change dramatically.
September 12, 2018
Muni Bond Issuers Reach Out to Individual Investors (and Their Advisors)With year-end tax planning and rebalancing in mind, financial advisors are well-advised to keep an eye out for large new-issue offerings.
September 11, 2018
New Tax Bills to End Some RMDs, Make Cuts PermanentThe three tax bills would lock in the recent cuts, end RMDs for accounts with less than $50,000, expand MEPs and ease rules for startups.
September 10, 2018
6 Economic Predictions for Next 5 Years: Northern TrustPolicy disruptions due to political swings and "stuckflation" all figure into Northern Trust's forecast.
September 05, 2018
529 ABLE Accounts: The Special Needs Planning Tool Advisors OverlookAdvisor Kathleen Oberneder tells ThinkAdvisor why these accounts go underused and how she plans for her own daughter with Down syndrome.
September 05, 2018
Tax Law Unlikely to Help GOP in Midterm Elections: BrookingsThe tax overhaul was unpopular, but that's not the only reason, according to the Brookings Institution.
September 05, 2018
Republicans Weigh Abandoning Tax Cut 2.0 After SALT BacklashParty leaders fear the effort to make cuts permanent could antagonize voters in some hotly contested districts.
September 05, 2018
What Trump's Order on RMDs, MEPs Can and Can't Do"Father of 401(k)s" Ted Benna, Andy Friedman and others weighed in on what to expect from Trump's directive.