Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
There's No Magic Retirement Number for Everyone: Wade Pfau
By John ManganaroRules of thumb are helpful as far as they go, the retirement researcher suggests, but also can mislead.
July 11, 2024
Roth IRAs Could Fund a Long-Term Care PlanPlanning purists may shudder, but Kassi Hyde of Apollon Wealth Management is not a planning purist.
July 10, 2024
How to Avoid Excess IRA Contribution PenaltiesWithdrawing the excess may seem like a simple fix, but many clients are faced with more complicated scenarios.
July 08, 2024
How to Talk With Retirement Clients About the Presidential ElectionAdvisors are often wary of talking politics, but that doesn't mean they can ignore legitimate client concerns.
July 05, 2024
Putting Retirement Portfolios to Work to Produce IncomeAt Morningstar's conference, Christine Benz and others discussed retirement needs and income strategies to meet them.
July 03, 2024
How High Earners Can Maximize This Business Tax Deduction Before It DisappearsBusiness owners can use retirement plans to get their taxable income below the qualified business income deduction threshold.
July 01, 2024
Jeremy Siegel: Stock Market Prefers TrumpEconomist Jeremy Siegel and Ritholtz Wealth CEO Josh Brown both noted Trump's Wall Street-friendly policies.
July 01, 2024
New IRS Rules Require BDs to Report Sales, Exchanges of Digital Assets"Great news all around!" Ric Edelman says of the new requirements.