Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Waives 2024 RMDs for IRA Beneficiaries Under 10-Year Rule
By Melanie Waddell"Here we go again," Ed Slott tells ThinkAdvisor.
April 15, 2024
What Comes After the CFP? This Industry Group Offers an AnswerThe Investments and Wealth Institute says its advanced certifications for HNW advisors are in high demand.
April 15, 2024
7 Last-Minute Reminders for Tax Day 2024The IRS and tax experts have released some important notes to keep in mind as returns are processed.
April 12, 2024
Here's What's Wrong With the 4% RuleFor investors who prefer a formulaic approach to retirement withdrawals, there's a better option.
April 11, 2024
Social Security Claiming: The Classic Case of DivorceAn ex-spouse can generally get 50% of the former partner's primary benefit, regardless of when it's claimed.
April 09, 2024
Tax Bill With 100% Bonus Depreciation May Move Forward in SenateThe proposed legislation, which passed the full House about 10 weeks ago, may get attached to a Senate bill.
April 09, 2024
What's the Future of IRS Direct File? GAO Wants to Know.IRS officials have not decided on the future of the pilot beyond the 2024 tax filing season.
April 08, 2024
15 Portfolio Spring-Cleaning Tips: Advisors' AdviceTidying up a client's portfolio can save them time, hassle and money, according to this group of financial advisors.