Tax Planning
Read the latest news, analysis and commentary on tax reform, tax loss harvesting, and tax planning strategies, and stay on top of the most recent information from the IRS that impacts your clients.
News Coverage
Advisors' Advice: 10 Biggest Tax Mistakes Clients Make
We asked advisors about some of biggest tax mistakes they've seen. Here's what they said.
7 Keys of Secure Act's Annuity Safe Harbor in Retirement Plans
More clients are likely to see an annuity option in their 401(k) in the near future, so it's important they know what to watch out for.
How to Avoid the Secure Act's Long-Term Tax Traps
One potential trap: Later RMDs may lead to a bigger lifetime tax bill.
ETFs Are More Tax-Efficient Than Mutual Funds. Here's Why.
Outflows tend to hurt open-end mutual funds' tax efficiency, while ETFs tend to be resilient.
10 Least Tax-Friendly States: 2019
Kiplinger compared the states using a formula that accounts for income, property, sales and fuel taxes.
Beware the Social Security 'Tax Torpedo'
The combination of different income types in retirement can create some really ugly distortions in tax rates.
Tax Reform Ruined Roth IRA Conversions, but Hope Exists
The recharacterization door has closed, but a huge window to do Roth conversions while minimizing taxes has opened.
Top 10 Estate Planning Tax Facts for 2019
After the major tax overhaul, here are the top estate planning issues that clients may need to consider this year.
Top 10 Estate Planning Tax Facts for 2019
After the major tax overhaul, here are the top estate planning issues that clients may need to consider this year.
Tax Law Alters Advisor-Client Conversations About Charitable Giving
Half of advisors in a Fidelity Charitable poll said clients increased their giving overall.