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FINANCIAL PLANNING/WEALTH MANAGEMENT

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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.

Sponsored Content: The Growing Demand For Virtual Family Office Services

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The vast majority of ultra-wealthy investors want family office services and solutions.

Harris Proposes 28% Corporate Tax Rate

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The idea starkly contrasts with her opponent, Donald Trump, who has talked of further lowering the rate.

Parents Commit To Saving For College, But Fall Short Of Goals, Fidelity Says

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A Fidelity survey found parents are largely unaware of what it really costs to send a child to college.

Trump, Harris Duel For Voters With Budget-Busting Tax Proposals

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The duel highlights the central place of the economy in November's vote.

Colleges' Debt Strains Mount In One Of Worst Years Since 2009

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Fifteen institutions have disclosed new technical or payment defaults this year.

Advisors Offer Relief Strategies For RMD Pain

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These are some of the tactics advisors recommend to get a handle on required minimum distributions.

What's Holding Up UMH?

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A recent study indicates more than half of the marketplace is working on building UMH capabilities, with 37% making it a “significant priority."

Navigating The Jumbled World Of State Taxation

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State tax laws are a hodgepodge of rules that don't always align with IRS codes, advisors warn.

Congressional Races Will Shape Future Of Everyone's Taxes, Schwab Analyst Says

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One question is whether Donald Trump's 2017 tax reforms will continue past 2025.

Sponsored Insights: Maximize Your Clients' Returns With Index Options: Protected Options Vs. Covered Calls

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For financial advisors seeking to enhance client portfolios, the introduction of protected options writing offers a robust tool for income generation and risk management.

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.

Trump Touts Idea Of Ending Social Security Taxes

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One analysis said such a move would cut the program's lifespan by a year and impact Medicare.

Americans Without College Degree Are Better Off Than Before Covid, Study Says

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Earnings for those without a four-year college degree have risen 4.6% since the fourth quarter of 2019.

Advisors Say Final IRS Rule On Inherited IRAs A Disappointment But Not A Surprise

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The agency has clarified that account inheritors must take distributions annually over a maximum of 10 years.

Safeguarding Business Assets During Divorce

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Here are six strategies to help safeguard clients' business assets during a divorce.

An Alternative To Gifting For Estate Planning Exemptions

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Rather than racing to preserve money under expiring estate tax exemptions, what if you turned to life insurance instead?

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