Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
5 Tax and Planning Questions for High-Earning Pre-Retirees
By Jeff JudgeA 401(k) balance and an investment allocation tell only part of the story for these clients.
October 09, 2026
9 Things Advisors Get Wrong About Female InvestorsNew BlackRock research challenges long-held industry assumptions about women, wealth and the optimal time for financial advice.
October 08, 2026
PRO
Roth Conversion Without the Tax Bill? How to Isolate After-Tax DollarsTo avoid the pro rata trap, move pre-tax dollars out of the IRA first.
October 07, 2026
15 Indie RIA Firms With the Most CPAsThe number of firms with 50 or more in-house CPAs has surged since 2021.
October 06, 2026
PRO
Phased Retirements Call for Different Advisor ApproachJason Juhl of Carson Wealth advocates layered planning that encompasses income sources, distributions, Roth conversions and tax strategies.
October 02, 2026
Wealth Enhancement Acquires $22B RWA Wealth PartnersAfter closing, the independent firm will have over $187.1 billion in client advisory, trust and brokerage assets.
October 01, 2026
PRO
3 Ways to Shrink RMDs Before They StartHere are three tax-friendly places to move the money while there's still time.
October 01, 2026
How Trust Planning Can Address Long-Term CareIf a client needs Medicaid to pay for a nursing home, the right type of trust can preserve assets for heirs.