Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
6 Moves Clients Can Make in the 10 Years Before RMDs Start
By Roger WohlnerWhether clients are retired or still working, there are options for reducing or relocating traditional retirement account assets.
October 29, 2025
Government Shutdown Has Cost Economy $18B: CBOThat figure “will intensify” in the weeks to come, according to the Congressional Budget Office.
October 28, 2025
How to Help Clients Avoid Medicare IRMAA SurchargesCrossing certain MAGI thresholds mean extra fees for Parts B and D — and beware the two-year lookback.
October 24, 2025
eMoney Celebrates 25 Years In Business With Rollout of Major New FeaturesCEO Susan McKenna says the future couldn’t be brighter for eMoney and its financial advisor clients.
October 24, 2025
Debate: Are State Auto-IRAs Good for Savers?Most require that employees be enrolled at a set deferral rate if the employer does not sponsor a plan.
October 23, 2025
How to Avoid Paying Taxes Twice on IRAsFailing to track and plan for the IRA basis can result in additional taxation on account funds.
October 22, 2025
FPA Names New CEODennis Moore has been chief operating officer and interim CEO since February.
October 21, 2025
FP Alpha Launches NextGen Tax Insights ServiceCEO Andrew Altfest says the tax return analysis tool is built with "AI you can trust."