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FINANCIAL PLANNING/WEALTH MANAGEMENT

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Harris Pushes 28% Capital Gains Tax Rate On $1 Million Earners

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The proposal falls short of the 39.6% rate that President Joe Biden has embraced.

IRS Still Unsure If Audits Are Hitting Those Below $400K Income, Report Says

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The Biden administration had set $400,000 as the lower limit on stepped-up IRS audits.

Why High-Income Clients Should Halt Pre-Tax 401(k), IRA Contributions

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Start trimming IRA and other retirement account balances now to use today's historically low tax rates.

The ABCs Of SECURE 2.0 Rule Changes

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Tax law specialist Robert Keebler reviews how the law has impacted retirement and estate planning.

Student Loan Leniency Is Ending Soon. Here's What Borrowers Need to Know

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After a one-year grace period, borrowers will be penalized for missing their payments starting in October.

Private Equity Dives Into Sports Investing As Valuations Boom

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Sports team ownership, once the dominion of individual billionaires, is making room for private capital.

Who'll Manage Your Clients' Wealth When It Passes To Their Heirs?

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Without effective estate planning, it might not be you.

Backdoor Twists And Mega Turns

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Despite shifting political winds, Roth IRA conversions currently still offer high-income clients ways to protect retirement money.

Safeguarding Business Assets During Divorce

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Here are six strategies to help safeguard clients' business assets when marriages come apart.

Owning Individual Stocks: A Loser's Game

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Most stocks have reduced rather than increased shareholder wealth.

Income Investors Need Not Fear The Fed

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Locking in rates now will protect portfolios from any rate drop fallout, advisors say.

Climb The Wealth Ladder And Serve The Ultra-Affluent

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Legacy planning services represent a major way to attract and serve the ultra-wealthy.

Tax-Loss Harvesting In Volatile Market All About Timing, Advisors Say

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Deciding what and when to sell isn't always easy, they say.

Harris's Unrealized Capital Gains Tax Has Little Chance, Greg Valliere Predicts

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Even when Democrats controlled both houses of Congress, President Biden's proposals went nowhere.

Supreme Court Keeps Biden Student-Loan Relief Plan On Hold

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The high court order is likely to mean months of additional uncertainty for millions of borrowers.

Clients Must Consider Taxes Before Moving Overseas, Advisors Say

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Becoming an expat doesn't mean you've escaped the jurisdiction of the IRS, they warn.

Merrill Unveils Tax-Loss Harvesting Reports

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The system will generate client reports on how much was saved through the tax management strategy.

Is The Third Time The Charm For Harris And A 45% Capital Gains Tax?

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Kamala Harris is expected to carry on the Biden administration's push for a higher capital gains levy.

Vegas Workers Who Live Off Tips Doubt Reality Of Tax-Free Pitches

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Lawmakers from both parties have promised to end taxes on tips, but workers are skeptical.

Easier AP Exams Offer College Students A Path To $30,000 Savings

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The tests give high school students a chance to cut college tuition bills by thousands of dollars.

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