Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near Retirement
By Roger WohlnerLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 20, 2023
What Clients Should Do With Their Year-End Bonus: Advisors' AdviceFinancial professionals offer up a number of suggestions, from following the "rule of thirds" to going "YOLO."
December 20, 2023
Can You Ace This Charity Quiz?Test your knowledge on how clients can manage RMDs, rebalance portfolios and more while doing good.
December 19, 2023
Ed Slott: 8 Top Retirement, Tax Priorities for Advisors in 2024The IRA expert highlights what to focus on when it comes to existing and looming retirement-related rules.
December 15, 2023
8 Tax-Loss Harvesting Tips for 2024Loss harvesting benefits from an always-on mentality, so be ready to take potential action early next year.
December 14, 2023
IRS Adjusts Standard Mileage Rates for 2024The figures are used to calculate deductible costs of driving for business, charitable, medical or moving purposes.
December 14, 2023
IRS Overhauls Leadership StructureThe moves set for early 2024 mark the agency's first such organizational change in more than two decades.
December 14, 2023
New Bill Would Permit Roth IRA to Roth 401(k) RolloversCurrent law prohibits workers from rolling Roth IRA savings into workplace-based Roth retirement plans.