Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
FAQ: How Roth Conversions Affect RMDs and Estate Planning
By Roger WohlnerThis retirement planning strategy can reduce future taxes for the client — and their beneficiaries.
December 19, 2025
5 Insurers That Made the Most Indexed Universal Life Sales in Q3Overall sales of the product that launched a thousand heated LinkedIn debates rose 2.6%, year over year.
December 18, 2025
FAQ: Does Your Client Know These 2025 Tax Deadlines?April 15 is the cutoff for individual returns, but a number of other deadlines come sooner.
December 18, 2025
How to Capitalize on the $6,000 Senior DeductionThis temporary benefit is "stackable" and can be taken whether or not your client itemizes.
December 17, 2025
ACA Subsidies to Get Vote in JanuaryModerate Republicans' revolt comes too late to stop a spike in premiums for more than 20 million Americans.
December 16, 2025
5 Things for Advisors to Know About the Health Insurance Subsidy RumbleThe most important: Clients under 65 who pay for their own coverage face some uncertainty.
December 12, 2025
That Time 730,000 People Got Misleading Roth Conversion AdviceA Dave Ramsey video about RMDs illustrates how financial gurus' mistakes get magnified, advisor Brad Pistole says.
December 11, 2025
Trump Administration Plans to Boost Tax Break for CorporationsThe move aims to weaken the 15% minimum tax, which former President Joe Biden signed into law in 2022.