Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Fidelity Go Offers Tax-Loss Harvesting for Higher-Balance Accounts
By Dinah Wisenberg BrinThe feature is available to clients with taxable robo-advisor account balances of at least $25,000.
December 10, 2025
Ed Slott: Year-End Tax Planning Dos and Don'tsTake advantage of historically low tax rates to reduce your clients' IRA balances, the IRA and tax expert says.
December 10, 2025
12 Cities Where Property Taxes Hit HardestResidents pay between 5.5% and 9.8% of their income in these cities, SmartAsset reports.
December 09, 2025
The Retirement Tax Reality Roth 401(k) Savers OverlookA common oversight can lead to mistaken assumptions about tax rates in retirement, advisor Cody Garrett warns.
December 08, 2025
Trump Tax Bill Was Overhyped; Stimulus Is Coming: ValliereTrump got inflation "totally wrong" and will take action to boost the economy before the midterms, the strategist predicts.
December 04, 2025
9 Tax Breaks for Clients Claiming the Standard DeductionThere are various ways for middle-class taxpayers to keep more of their hard-earned money.
December 03, 2025
IRS Issues Trump Account GuidanceOne takeaway: It appears Roth conversions will be allowed, says planning expert Ben Henry-Moreland.
December 03, 2025
Fidelity Adds Roth Option to Self-Employed 401(k)sFidelity has offered traditional self-employed 401(k)s since 2003. Roth deferrals are now available.