Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How the Clinton, Trump Estate Tax Plans Could Affect the Economy
By Melanie WaddellThe Tax Foundation recently examined the potential effects of the presidential candidates' estate tax plans.
July 05, 2016
How to Spend, and Pay Taxes on, Your 401(k)The oldest baby boomers have just reached the RMD finish line. Here's how financial planners are lessening the tax bite.
July 01, 2016
10 states millionaires might be fleeingHigh earners in these 10 states could be contemplating a move to a lower income-tax market.
July 01, 2016
10 states millionaires might be fleeingHigh earners in these 10 states could be contemplating a move to a lower income-tax market.
June 30, 2016
Puerto Rico Expected to Default on Debt Even After Restructuring Bill Is SignedEven after Obama signs the long-awaited bill that lets Puerto Rico restructure its debt, the ultimate outcome for holders of the islands debt remains uncertain.
June 29, 2016
Tax planning is vital for retiree financial successTaxes can be the start of so many wonderful conversations with prospects and clients about something they hate to pay.
June 27, 2016
Who’s Tracking IRA Basis? Enter the AdvisorRollovers, conversions, nondeductible contributions and inherited accounts can all impact how distributions are taxed.
June 27, 2016
Boomers, it’s time to spend — and pay taxes on — your 401(k)Starting this week, the oldest baby boomers will have to begin pulling money from their IRAs and 401(k)s.