Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How Clients Can Spend Health Savings Dollars Wisely
By Robert Bloink | William H. ByrnesClients may be surprised about the types of expenses that may qualify for HSA or FSA reimbursement.
October 09, 2024
Annuities Can Provide Tax Bracket CushionsAnnuities are not just for middle-income retirement savers, a CFP says.
October 07, 2024
Millions of Americans Dodging Taxes on Early Retirement WithdrawalsNearly 3 million taxpayers who received $12.9 billion failed to pay the extra 10% tax, a report finds.
October 03, 2024
IRS Direct File to Cover More States and Tax SituationsFor the 2025 tax season, the number of states will double, and Direct File will support retirement income.
October 03, 2024
Debate: Is the 20% Business Income Deduction Worth It?Our tax experts discuss whether the deduction is an equalizer for small businesses or just another exploitable loophole.
October 02, 2024
Protective Life CEO to Chair American Council of Life Insurers BoardRich Bielen will be 2025 chair; Thrivent's CEO will be the policy-shaping group's chair-elect.
October 01, 2024
15 Most Affordable U.S. Metro Areas: 2025Clever Real Estate ranked 100 metro areas on factors like taxes and percentage of income spent on housing.
September 30, 2024
Pre-Retirees and Retirees Prioritize Charitable Giving: SurveyRetirees tend to donate first, then volunteer, while pre-retirees do both in equal measure, Fidelity Charitable found.