Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Social Security and Tax Planning: The Advisor Opportunity
By William MeyerNeither process is fun, but relieving the confusion and frustration surrounding the Social Security planning and claiming process represents a major business-building opportunity for advisors.
August 25, 2014
Recharacterizing Roth IRAs Smartly: Use Multiple RothsDespite the benefits that recharacterizing a Roth conversion can offer, this route can sometimes function as a double-edged sword.
August 25, 2014
Napa Earthquake Could Cost $4 Billion as Wineries CloseInsurers will probably cover about $2.1 billion of the damage from the quake, the strongest Northern California has seen in 25 years.
August 25, 2014
How Financial Planning Improves Investors’ Bottom LinesMy financial planning "software" stress-tests a clients portfolio by calculating their federal and state tax burden for years to come.
August 25, 2014
Andy Friedman: 4 Reasons to Use a Trust to Preserve AssetsFamilies far below the estate tax threshold are catching on to the benefits of trusts, political analyst and tax expert Andy Friedman says.
August 21, 2014
BofA to Pay $16.65 Billion in Historic Mortgage SettlementThe deal includes $9.65 billion paid to various government agencies, including Justice and the SEC, and $7 billion for struggling homeowners.
August 19, 2014
NFL's 49ers Strike Deal With Robo-Advisor WealthfrontTeam will pick up advisory fees on first $100,000 invested by front-office employees and former players, to whom Wealthfront will provide financial education.