Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Inherited IRAs: 3 RMD Options for Surviving Spouses
By Robert Bloink | William H. ByrnesPost-Secure Act, they can still take RMDs over their lifetime. But there are other options, and limited time to choose.
May 26, 2023
Emerging U.S. Debt Deal Would Raise Limit, Cap Spending for 2 YearsThe tentative deal would cut $10 billion from the $80 billion IRS budget increase and would upgrade the electric grid.
May 25, 2023
Working Past 65? Remember, Medicare and HSAs Don't MixWhen clients work past Medicare's eligibility age, potential complications should be addressed to prevent unpleasant surprises.
May 23, 2023
Ed Slott: The IRA Conversation Advisors and Clients Must Have NowSlott talks to ThinkAdvisor about upcoming tax changes, Social Security's future and how to handle missed RMDs.
May 22, 2023
Act Now to Avoid Estate Planning Logjam in 2025Estate planners could be in extremely short supply in the years ahead, just when they're needed most.
May 16, 2023
529 Plans: Saving for College, Retirement, and Now Elder Care?Argentum, a group for assisted living facilities, makes the suggestion in a new discussion of long-term care funding ideas.
May 16, 2023
The Financial Advisor's Caddy: AI-Based PlanningHere's a simple way to understand how AI can help you create personalized financial plans efficiently.
May 03, 2023
New IRS Tables Show What COVID-19 Did to IRAsBoth traditional and Roth IRAs benefited from rescue money.