Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
10 things to know about how investments are taxed
By Robert Bloink, William H. ByrnesIf your clients have invested in ETFs or mutual funds, this is the information they need.
April 14, 2014
5 Ways to Maximize 401(k) Tax BenefitsSchwab offers a few ways for employees to max out the tax benefits of their employer-sponsored 401(k) plan.
April 08, 2014
An overlooked postretirement healthcare strategyAn IRA in conjunction with an HSA and HDHP can prove to be a powerful way for clients with fixed incomes to ensure that medical expenses are met.
April 08, 2014
An overlooked postretirement healthcare strategyAn IRA in conjunction with an HSA and HDHP can prove to be a powerful way for clients with fixed incomes to ensure that medical expenses are met.
April 08, 2014
Americans Confident on Taxes but Clueless in One Big AreaAlthough many taxpayers confidently prepared their own returns, they felt less smart about tax-efficient investing, a BMO Harris survey found.
April 08, 2014
Stop IRA Rollovers ‘Immediately,’ Expert Warns After Tax RulingIRA expert Ed Slott urges advisors to warn their clients about the ruling, which says IRA holders are allowed only one rollover per year.
April 04, 2014
More Money, More (Tax) Problems: How HNWs Can Reduce Their Tax BillsEstate planning attorney Scott Squillace talks to ThinkAdvisor about how HNW clients can minimize taxes through charitable giving, loss harvesting and other strategies.
April 04, 2014
11 health insurance tax facts you need to knowWhich tax credits apply for small employers? How are HSA distributions taxed? Find answers to these and nine other key questions.