Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
17 Worst States for Retirement: 2022
By Michael S. FischerThese states scored lowest on measurements of quality of life, affordability and health care, according to WalletHub.
January 26, 2022
Fed Signals Liftoff 'Soon,' Sees Asset-Reduction Start AfterwardFed chair Jerome Powell and other officials aren't "going to shrink the balance sheet until after they start raising rates," noted Guggenheim Partners CIO Scott Minerd.
January 26, 2022
11 SEP and SIMPLE IRA Tax Facts to KnowHere are some important questions and answers about contributions, withdrawals and tax rules.
January 25, 2022
How Inflation Really Hurts Retirees — and What to Do About ItHere are two cheap ways to help protect against inflation, without buying more stocks.
January 24, 2022
IRS Issues Warning on First Day of Tax Filing SeasonTake special care this year due to several critical tax law changes that took place in 2021, the commissioner said.
January 21, 2022
IRS to Hire 200 Attorneys to Combat Tax SchemesNew hires will help the IRS manage its increasing caseload in its multi-year effort to stamp out abusive schemes.
January 20, 2022
GOP Lawmakers to IRS: 16M Outstanding Tax Returns Is a 'Crisis'The agency can't blame a lack of funding for the backlog, the lawmakers wrote.
January 19, 2022
Study Finds Huge Wealth Gap in Roth IRA ReturnsThe spread in traditional IRA returns is much narrower. Why? Here's what the researchers, and Michael Finke, think.