Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBO
By Allison BellThe projected value of changing asset transfer rules and cutting IRA and 401(k) contributions is up from $209 billion in 2020.
December 11, 2024
Year-End RMDs and the QCD Workaround StrategyQualified charitable distributions can help clients reduce tax liability, but there are pitfalls to avoid.
December 10, 2024
Trump Will Have a Big Impact on Client PortfoliosYes, the next four years will be very different from the past four.
December 06, 2024
Choreo Launches Automatic Tax Assessment and Management ToolAmong the features, developed with Smartleaf, are strategic tax-loss harvesting and after-tax performance analysis.
December 04, 2024
Dissecting a GOP Senator's Misleading Social Security AttackWhile it’s fair to criticize the program’s shortcomings, stretching the truth doesn’t benefit anyone.
December 04, 2024
Ed Slott: Big Moves Clients Should Not Make Before Year-EndAmong Slott's suggestions: Stop telling clients to beef up their 401(k)s and IRAs.
December 03, 2024
How to Avoid the Tax Trap of the Wash-Sale RuleTech tools can automate oversight of multiple accounts to ensure compliance while protecting investment gains.
December 03, 2024
How to Plan Around Tax PoliticsDon't rush to make big changes, Roger Young of T. Rowe Price cautions advisors.