Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Avantax Brand Isn't Going Anywhere: Cetera's Durbin
By Jane Wollman RusoffCetera Holdings wants to minimize disruption to advisors while embracing the firms' shared tax focus, its CEO says.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 20, 2023
Procrastinator's Guide to Year-End Tax Savings, 2023 EditionThese tax-saving moves might seem incredibly simple, but they can add significant value come April.
December 20, 2023
RMDs: Everything Advisors Need to Tell Clients NowThe IRS explains who must take RMDs, distributions from inherited IRAs and other recent changes.
December 20, 2023
What Clients Should Do With Their Year-End Bonus: Advisors' AdviceFinancial professionals offer up a number of suggestions, from following the "rule of thirds" to going "YOLO."
December 20, 2023
Can You Ace This Charity Quiz?Test your knowledge on how clients can manage RMDs, rebalance portfolios and more while doing good.
December 19, 2023
Ed Slott: 8 Top Retirement, Tax Priorities for Advisors in 2024The IRA expert highlights what to focus on when it comes to existing and looming retirement-related rules.
December 18, 2023
Overlooked No More: 7 Ways This Account Could Supercharge Retirement ReadinessConsumer adoption of HSAs is directly associated with better post-work preparedness, research suggests.