Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Top-Rated 529 College Savings Plans: Savingforcollege.com
By Bernice NapachThere are 17 plans with top rankings based on their flexibility, costs, investment performance and more.
July 19, 2017
Best Countries for Citizenship by InvestmentThe CBI Index ranked 12 countries citizenship by investment programs to find the fastest, cheapest areas to establish dual citizenship.
July 18, 2017
Money Trumps Love as Millennials’ Biggest Worry: BMO SurveyMillennials lack of financial literacy is a major impediment to meeting financial goals, BMO reports.
July 17, 2017
States Dumping Estate Taxes, but Beware Those That Haven’tA new report from the Tax Foundation shows which states still impose estate and/or inheritance taxes and their exemptions.
July 17, 2017
Middle-Income Americans Desperately Need Financial Advice: Financial FinesseCynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.
July 17, 2017
IndexIQ Lowers Fees for 3 Currency-Hedged ETFs: Portfolio ProductsAlso, OppenheimerFunds and Direxion add ETFs; Harvest and Foundation Source launch continuing ed programs.
July 13, 2017
An Unconventional Approach to Asset LocationA traditional asset location strategy is to put stocks in a taxable account and bonds in an IRA. But this isn't always the best advice.
July 11, 2017
FSI Cheers Demise of Bill to Tax Investment Managers in IllinoisFSI members organized as LLCs, LPs or LLPs would have faced stiffer taxes, the lobbying group says.