Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Last-Minute Rollover? Avoid RMD Surprises Before Year-End
By Robert Bloink and William H. ByrnesAs part of year-end tax planning, clients should consider how late-in-the-year IRA rollovers affect their RMD obligations.
November 03, 2025
How Roth Conversions, Senior Deductions and Taxes Affect Social Security ClaimingThe size and location of assets expected to complement benefits income should inform clients’ claiming decisions.
November 03, 2025
MAI Completes Evoke Advisors Acquisition, Creating $65B Wealth EnterpriseMAI has also made new leadership appointments to help guide the combined firm’s next chapter of growth.
October 31, 2025
6 Moves Clients Can Make in the 10 Years Before RMDs StartWhether clients are retired or still working, there are options for reducing or relocating traditional retirement account assets.
October 30, 2025
The Future of Advice Is About Planning, Not Just Portfolios: Jeff LevineAvoiding "shiny object syndrome" is key for fast-evolving financial planning firms with big ambitions, Levine argues.
October 30, 2025
5 IRS-Related Bills of 2025A number of measures have been introduced this year to change the tax code.
October 29, 2025
Government Shutdown Has Cost Economy $18B: CBOThat figure “will intensify” in the weeks to come, according to the Congressional Budget Office.
October 28, 2025
How to Help Clients Avoid Medicare IRMAA SurchargesCrossing certain MAGI thresholds mean extra fees for Parts B and D — and beware the two-year lookback.