Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Dodging a Pro-Rata Tax Debacle on IRA Transactions
By Robert Bloink, William H. ByrnesIgnoring the pro-rata rule on retirement plan distributions can turn a nontaxable transaction into one that generates a big tax bill.
October 23, 2016
Celebrity apprentice or biggest loser?One of the authors of "The Tools & Techniques of Income Tax Planning" takes a closer look at Donald Trump's 1995 state income tax returns.
October 21, 2016
4 Ways to Limit Taxes on Retirement WithdrawalsVanguard investment strategest Colleen Jaconetti talks about the most tax-efficient ways to sequence withdrawals from retirement accounts.
October 21, 2016
Advisor Top-of-Mind Index: Volatility, Election, FedAdvisors in Eaton Vance survey said "protecting wealth from market volatility" remains their top concern.
October 21, 2016
Schwab, Fidelity Having Banner Year for Charitable GivingThe donor-advised funds of Schwab and Fidelity report big increases in deployments through the third quarter.
October 14, 2016
House, Senate Races Loom Large for Next President’s SuccessA single party government can work pretty quickly, said economist Vince Reinhart.
October 12, 2016
9 Key Things Next President Should Do to Fix Economy: BrookingsAlthough the economy hasnt always been the focus of this campaign, it will be among the most important challenges for the next president.
October 11, 2016
New IRS QTIP Rules Increase Estate Tax Portability BenefitsNewly released guidance allows a powerful planning strategy that can be used by wealthy clients to maximize a deceased spouses federal estate tax exemption.