Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Quiz: How Well Do You Know Annuities?
By Roger WohlnerThese retirement income vehicles offer various pros and cons, and many can be tailored to a client's needs.
January 23, 2024
Debate: Would This HSA Expansion Bill Help Taxpayers?Legislation would increase contribution limits while also allowing employers to fund individual accounts in lieu of offering coverage.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 23, 2024
At Schwab Charitable, Giving Jumped 31% in 2023The firm's account holders granted nearly $1.5 billion during the holiday season alone.
January 22, 2024
Medicare's IRMAA: Avoiding Post-Retirement Sticker ShockFor some retiring clients, avoiding the surcharge could be as simple as filling out a form.
January 19, 2024
5 Ways to Protect Clients' Estate Wishes Before They Get MarriedIt's important to review several issues to ensure that their plans will be properly followed upon their death.
January 19, 2024
House Panel Advances Tax Bill With 100% Bonus DepreciationThe bill also expands the small-business expensing cap and the Child Tax Credit.
January 18, 2024
Vanguard Offers New Digital Estate Planning ToolsThe suite, in partnership with Vanilla, will help advisory clients meet their legacy planning needs.