Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Taxes and Your Investment Portfolio: The 40-Year Effect
By Mike PattonQuantifying the effect of taxes on a portfolio over time shows their true impact.
March 17, 2016
When a Muni’s Tax Efficiency Doesn’t Mean Better After-Tax ReturnsAndy Chorlton of Schroders warns: Don't assume that muni bonds will always yield the best after-tax returns for investors.
March 17, 2016
4 Tax-Efficient Ways to Pay for College, Pt. 2: 529 Plans and TrustsThe pros and cons of paying for a child's college expenses using 529 college savings plans and the less-widely-used but nevertheless often beneficial irrevocable trusts.
March 16, 2016
5 essential tax questions about IRAs, rollovers and retirement plansWhat should taxpayers know about IRA rollovers? Here are five questions your clients might ask.
March 16, 2016
5 essential tax questions about IRAs, rollovers and retirement plansWhat should taxpayers know about IRA rollovers? Here are five questions your clients might ask.
March 16, 2016
Eric Nelson: Save Your Portfolio From Taxes, Low Interest RatesNelson talks to ThinkAdvisor about why DFA funds trounce ETFs, why MLPs are a "tax nightmare" and how not to go broke in retirement.
March 14, 2016
8 Odd Tax Deductions That Actually WorkedTax Court sometimes rewards brave souls who dare to ask for a break even a strange one.
March 14, 2016
When Trusts and Annuities Collide, Big Tax Damage Can FollowTrusts and annuities can play powerful planning roles for clients, but when the two strategies collide, the tax consequences can be disastrous.