Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
529-to-Roth Rollovers: What We Still Don't Know
By Robert Bloink | William H. ByrnesClients and advisors would be wise to tread carefully until the IRS provides more clarity.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 23, 2024
At Schwab Charitable, Giving Jumped 31% in 2023The firm's account holders granted nearly $1.5 billion during the holiday season alone.
January 22, 2024
Medicare's IRMAA: Avoiding Post-Retirement Sticker ShockFor some retiring clients, avoiding the surcharge could be as simple as filling out a form.
January 19, 2024
10 Secure 2.0 Act Tax Changes You Should Know for 2024 and BeyondMany provisions of the landmark retirement reform legislation will have important tax implications for clients.
January 19, 2024
5 Ways to Protect Clients' Estate Wishes Before They Get MarriedIt's important to review several issues to ensure that their plans will be properly followed upon their death.
January 19, 2024
House Panel Advances Tax Bill With 100% Bonus DepreciationThe bill also expands the small-business expensing cap and the Child Tax Credit.
January 18, 2024
Vanguard Offers New Digital Estate Planning ToolsThe suite, in partnership with Vanilla, will help advisory clients meet their legacy planning needs.