Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Roth vs. Traditional IRAs: The Tax Trade-Off Isn't Always What You Think
By John ManganaroRetirement savers must balance the pursuit of greater after-tax wealth and the desire for more predictable outcomes.
March 02, 2023
Debate: Should Multimillion-Dollar 401(k)s, IRAs Be Reported to the IRS?Our tax experts discuss whether a proposed requirement on the wealthiest would backfire on middle-income Americans.
March 01, 2023
13 Things Clients Don't Get About Taxes: Advisors' AdviceWe asked advisors how they cleared up their clients' biggest tax misconceptions.
February 28, 2023
Supreme Court Limits Fines for Not Reporting Overseas AccountsA businessman living abroad argued that the law left unwitting taxpayers vulnerable to draconian fines.
February 27, 2023
Quiz: Can You Name That Trust?Step right up and put your knowledge of estate planning to the test.
February 27, 2023
Ed Slott: Advisors Are Confused About IRAsThe IRA consultant discusses the questions he gets from advisors on these retirement accounts' "complicated rules."
February 24, 2023
12 Tax-Saving Moves for Client Portfolios: Advisors' AdviceThe right tax strategy could save some of your clients a literal fortune.
February 24, 2023
The Murky Side of Tax-Loss HarvestingA recent ProPublica story raised questions on abuse of wash-sale rules. Here's what advisory pros think.