Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Early IRA Distributions Without Penalty Just Got More Attractive
By Robert Bloink | William H. ByrnesNew IRS guidance gives IRA holders using this emergency cash option a chance to receive larger payments.
February 17, 2022
EMoney Advisor Launches New Marketing Features: Tech RoundupFocus Financial teams with CAIS on a customized alternative investments platform.
February 16, 2022
Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022The IRA and tax whiz offers guidance for advisors dealing with legislative uncertainty, RMD changes and other challenges.
February 15, 2022
Why Claiming Social Security at 64 or 67 Could Be a Big MistakeAt these ages, waiting just one more year provides a significant jump in benefits.
February 14, 2022
Why Working With Strippers Makes Sense for Financial Planners"There's value to working with stigmatized groups and in markets that aren't overly saturated," CFP Lindsey Swanson says.
February 11, 2022
Top 12 Mega-Donors to Charity in 2021The Chronicle of Philanthropy has released its annual list of the biggest benefactors.
February 10, 2022
Does Your Client Need to Repay Advance Child Tax Credits for 2021?The IRS has been updating its FAQ on the tax credit frequently, and the details are important.
February 10, 2022
10 Things to Know About Spousal Lifetime Access TrustsThis investment vehicle can help you leave a legacy for your spouse and children and avoid gift tax.