Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Annuities and Taxes, Pt. 5: Longevity Annuities
By Tax Facts OnlineThe Tax Facts Online experts help explain tax implications and definition of a longevity annuity, also called a deferred income annuity.
March 13, 2014
Annuities and Taxes, Pt. 4: 9 Requirements of Tax-Sheltered Annuity ContractsThe Tax Facts Online experts explain the nine requirements 403(b) plans must meet.
March 12, 2014
4 Ways Not to Ruin Your Clients’ TaxesAdvisor and tax expert Less Antman says most people lose more money trying to reduce taxes than they end up shaving from their tax bills.
March 12, 2014
Insurance in Small Business Sucession PlanningThe Tax Facts Online experts help explain the details of buy-sell agreements in business succession planning.
March 11, 2014
Taxation of 401(k) Distributions and Hardship WithdrawalsThe Tax Facts Online experts help explain restrictions and taxation on 401(k) hardship withdrawals.
March 11, 2014
Providing Tax ‘Alpha’ to Your Clients: 21 Days of Tax Planning AdviceOur fourth annual monthly focus on tax planning advice can help you and your clients this tax season. Heres what well be looking at on ThinkAdvisor.
March 10, 2014
Annuities and Taxes, Pt. 3: Fixed Annuity Payments & Beneficiary PaymentsThe Tax Facts Online experts help explain taxation of fixed annuities and payments to beneficiaries.
March 10, 2014
Top 9 Biggest Tax Scams of 2013In 2013, the IRS mailed out fraudulent tax refunds worth $3.6 billion, and these nine were among the worst tax defrauders.