Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
8 Year-End Stock Strategies for Retirement Savers
By John ManganaroDealing with worthless stock, leveraging the zero capital gains rate and netting gains are just a few considerations.
November 13, 2025
6 Reasons Living Abroad Is Attractive for RetireesDomestic and global trends are reshaping Americans’ considerations about moving out the the U.S. after leaving work.
November 13, 2025
Bill Requires Hourly Wage Contribution to Workers' Retirement PlansThe Saving for the Future Act would obligate employers to provide 50 cents per hour to employees' accounts.
November 13, 2025
IRS Sets 401(k), IRA Contribution Limits for 2026The agency announced a number of cost-of-living adjustments tied to retirement accounts.
November 12, 2025
Mercer Makes First ‘Tax-Only’ AcquisitionThe deal mirrors moves made by other wealth management firms interested in deepening their in-house tax expertise.
November 12, 2025
7 Retirement Savings and Spending Trends Advisors Can't IgnoreRetirees with 401(k)s need help turning their savings into reliable income, a new Vanguard report says.
November 12, 2025
What Advisor Growth Gurus See in Store for RIAsBrad Johnson and Jay Coulter will join ThinkAdvisor at 1 p.m. Eastern for a live webcast.
November 12, 2025
Dealing With a 'Messy' IRSAdvisors should plan ahead for tax filing season and prepare clients for potential delays, analyst Jeff Bush says.