Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trump's Tariffs, Tax Plans Could Bankrupt Social Security by 2031: Report
By John ManganaroResearchers warn cutting taxes on Social Security benefits, tips and overtime would leave Social Security insolvent years earlier.
October 18, 2024
Clients Can Tap Their 401(k) After a Disaster. Here's What to Know.The Secure Act made significant changes with respect to disaster-related distributions from retirement accounts.
October 16, 2024
Why Monte Carlo Is 'Pretty Terrible' for Analyzing AnnuitiesTraditional statistical analyses fall short in showing how annuities affect financial plans, Derek Tharp says.
October 16, 2024
Tax-Smart Portfolio Moves for the End of 2024It's been an interesting year in the markets, and the activity will likely play into year-end tax planning.
October 16, 2024
State Tax Ballot Measures to Watch in NovemberTax questions on income, property, capital gains and more are up for votes on Election Day.
October 16, 2024
XYPN Unveils 'New Path to Independence' via Corporate RIA, With a TwistThe Sapphire offering differs from other corporate RIAs in key ways, co-founders Michael Kitces and Alan Moore say.
October 15, 2024
Commonwealth Rolls Out Tax Planning, Efficiency Tools for AdvisorsWayne Bloom says he likes to think of Commonwealth as a time merchant for advisors.
October 14, 2024
Jeff Levine Joins Tax Planning Faculty at American CollegeLevine will help advisors meet client demand for tax-informed planning.