Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
10 New Life and Health Tax Numbers to Know for 2025
By Allison BellThese are the adjusted parameters that will quietly shape clients' world.
October 23, 2024
Many Advisors Say They Do Comprehensive Planning. The Facts Suggest Otherwise.A new Cerulli research report shows big gaps between what advisors say they provide and what clients receive.
October 23, 2024
The Big Post-Election Surprise Awaiting InvestorsA "perfect fiscal policy storm" is coming, says Jeff Bush of The Washington Update.
October 23, 2024
Roth vs. Traditional IRA Investments: Don't Let the Tail Wag the DogTaxation matters in a retirement portfolio, but it's not the only factor, Ed Slott and Jeff Levine say.
October 22, 2024
IRS Clarifies When Retirement Plan Overpayments Can Be Rolled OverThe guidance allows "plans to refrain from going after innocent retirees who received too much," J. Mark Iwry says.
October 22, 2024
IRS Reveals New Tax Rates, Deductions for 2025The tax year 2025 adjustments generally apply to income tax returns to be filed starting tax season 2026.
October 21, 2024
Trump's Tariffs, Tax Plans Could Bankrupt Social Security by 2031: ReportResearchers warn cutting taxes on Social Security benefits, tips and overtime would leave Social Security insolvent years earlier.
October 21, 2024
Debate: Should Employees Get a Health Insurance Tax Break?Currently, employers get the tax benefit. What if workers got the cash to pick their own plan?