Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Spending Deal Would Keep Social Security Budget Flat
By Melanie WaddellTax legislation is also in the works and could be attached to a spending bill.
January 04, 2024
Tax and Wealth Management Meet in a Growing Sweet SpotCFP and enrolled agent Dave Alison leans in to a "holistic" foundation to serve clients and advisors alike.
January 04, 2024
IRS Clarifies Secure 2.0 RulesThe Q&A guidance addresses Roth contributions, auto-enrollment and terminal illness distributions.
January 04, 2024
Ed Slott: Expect Higher RMDs in 2024. Here's Why.Warn clients now or they could be in for a shock at year-end, Slott tells ThinkAdvisor.
December 29, 2023
Clients Retiring in 2024 Need to Know About These ChangesHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 27, 2023
Americans More Optimistic About Social Security: GallupHalf of adults aged 18 to 29 predicted that they will receive benefits, up from 34% in 2015.
December 26, 2023
Avantax Brand Isn't Going Anywhere: Cetera's DurbinCetera Holdings wants to minimize disruption to advisors while embracing the firms' shared tax focus, its CEO says.
December 26, 2023
CFP Board Picks 7 Best Retirement Research Papers of 2023Many of the papers recognized by the board tackle timely retirement planning questions.