Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Two Advanced 401(k) Strategies for Tax-Efficient Retirement Income
By Roger WohlnerThese techniques can help clients give other assets — an IRA or Social Security benefits — more time to grow.
July 07, 2025
5 Forces That Could Shape How Trump's New Tax Law Really WorksWhat clients see today could be much different from what they see later.
July 07, 2025
Wall Street Builds S&P 500 'No Dividend' Fund in New Tax DodgeRoundhill Investments' planned ETF could appeal to high earners seeking to limit taxable income in brokerage accounts.
July 07, 2025
How the New $6,000 Tax Deduction for Seniors Really WorksA statement from the Social Security Administration applauding Trump's tax bill led to some confusion.
July 07, 2025
Bob Doll Checks In on His 10 Predictions for 2025At midyear, the Crossmark CEO finds four of them heading in the right direction.
July 04, 2025
Trump Signs His Tax-and-Spend Bill at White House CeremonyHe signed the bill into law Friday, enshrining an extension of tax cuts and steep cuts to some health programs.
July 03, 2025
House Sends $3.3T Tax Package, With HSA Provisions, to TrumpThe One Big Beautiful Bill Act also renews many current tax provisions and imposes health program funding cuts.
July 03, 2025
Trump Wins Broad Economic Policy Shift as House Passes Tax BillThe 218-214 vote in the House sends the legislation to Trump, in time for his July 4 deadline.