Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
8 Things Your Clients Might Not Know About Social Security
By Michael S. FischerWith 2,278 guidelines in the Social Security Handbook, it's no surprise clients need your advice.
July 28, 2022
Manchin Spurns SALT-Cap Expansion in Economic Agenda BillThe writeoff is politically important in high-tax areas including New York, New Jersey and California.
July 27, 2022
8 Reasons Stress Testing Your Client's Financial Plan Is a MustFor one thing, inflation can eat away at clients' portfolios, according to eMoney.
July 26, 2022
8 Retirement Planning Points for Couples With a Large Age GapA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 25, 2022
Ed Slott, Ian Berger Explain 2 Good Reasons to Do a Reverse RolloverOne reason: Reverse rollovers help clients avoid being hit by the pro rata rule when doing backdoor Roth conversions.
July 22, 2022
Debate: Should Congress Renew Advance Payments of Child Tax Credits?Two professors discuss whether to resume the advance payments for the second half of 2022 and beyond.
July 20, 2022
No, Mr. Manchin, Taxes Don't Cause InflationOn the contrary, higher taxes can help get prices under control.
July 18, 2022
2 Ways Secure Act 2.0 Could Help Small BusinessesA "Starter 401(k)" provision would give the smallest businesses an entry point to helping employees save for retirement.