Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
9 top tax tips for financial planners
By Ray LavinYour clients will thank you and possibly even refer you for sharing these nine key pieces of advice.
March 26, 2014
How to Benefit From MLPs’ Complex Tax RulesInvestors have options when buying and selling master limited partnerships, a Morningstar expert explains.
March 25, 2014
The evolving variable annuity landscapeGiven today's ongoing volatility, uncertain fixed income market and rising tax environment, tax-advantaged investing has taken on added importance.
March 25, 2014
How IRA and Roth IRA Distributions Are TaxedThe Tax Facts experts peer into the world of IRAs and how the IRS taxes them.
March 24, 2014
6 IRA Investing Mistakes to AvoidFor investors in Roth and traditional IRAs, Morningstar says procrastination is one of the common errors that can add to your tax burden.
March 24, 2014
8 Costly Tax Blunders to Avoid in 1031 ExchangesA 1031 exchange lets investors swap similar properties and defer capital gains taxes. But the rules are exacting, and mistakes have big tax consequences.
March 24, 2014
LLC or C Corp? The Tax Implications for AdvisorsA quick report on how changing my RIA practice's legal status had a big effect on my after-tax income.
March 24, 2014
Avoiding the Generation-Skipping Transfer Tax on Life Insurance ProceedsThe Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.