Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
It's Not Too Early to Start 2024 Tax Planning
By Roger WohlnerClients who have yet to claim Social Security or start RMDs often have a degree of flexibility.
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.
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 12, 2023
10 Ways You Save Your Clients MoneyMany people associate investing with stock picking, but good advisors do so much more.
November 22, 2023
9 Tax-Saving Strategies for Year-End 2023: Advisors' AdviceAdvisors shared some tax planning moves you might not have thought of.
November 13, 2023
Help Clients Plan for Unexpected Risks, and Opportunities, in RetirementFor example, "snowbirding" may be more attainable than retirees think, professor Steven Parrish says.
November 08, 2023
20 Popular Funds That Could Sock Clients With Hefty Tax BillsHeavy outflows from some mutual funds led to selling of shares and large expected capital gains for 2023.
October 06, 2023
Here's Your Year-End Portfolio Planning Checklist for 2023Here are eight important investing topics to discuss with clients in the next few months.