Tax Planning & Strategies

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How To Balance Retirement Income And Taxes

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The timing of retirement withdrawals can have a big impact on taxes, advisors say.

Options For Addressing Risk In A Concentrated Portfolio

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Listed derivatives can help mitigate both idiosyncratic and market risks while avoiding tax friction.

Clients Shouldn't Rush Into Investing Windfalls, Advisors Say

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The best thing for clients to do after receiving a big influx of cash is to be patient.

Florida, Texas See Tax Revenue Grow While California, New York Post Declines

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California and New York also saw their populations shrink last year.

Why U.S. Taxes Must Increase

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Corporate and personal income taxes remain near their lowest statutory rates in decades.

New Jersey Tries To Woo Florida-Bound Seniors With Tax Break

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Residents over age 65 and making less than $500,000 will get property-tax breaks under a newly unveiled program.

Volatile Markets A Key Consideration For Midyear Tax Planning

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Advisors also need to weigh possible expirations of certain parts of the Tax Cuts and Jobs Act.

Musk Says Biden's Call For More Taxes On Rich Won't See 'Action'

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"Acting upon that would upset a lot of donors," he said.

Debt-Ceiling Debates Will Continue To Hound Taxpayers, Advisors Say

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The nation's debt means the possibility always exists for tax increases.

Hedge Funds Cash In On Covid-Era Tax Credit With IRS Backlog

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Funds are profiting by financing advances for the employee-retention tax credit.

Advisors Say 'Tax The Rich' Mentality Is Misguided

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Statistics contradict the popular sentiment that the wealthy don't pay enough in taxes, they say.

Rates Return To Reality

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Americans lulled into complacency by low interest rates are now confronting the sharp reversal.

A Tax Hit And A 403(b)

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Marguerita Cheng found herself looking for solutions after this client couple got a big tax hit while trying to pay off their mortgage.

How The New IRS 10-Year Plan May Affect Wealthy Clients

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Advisors say those who earn more than $400,000 per year may need to think carefully about their tax strategies.

IRS Rules Against A Tax Tactic For Irrevocable Grantor Trusts

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Advisors say the ruling could interrupt tactics favored by many tax planners.

Betterment Agrees To Pay $9M To Settle SEC Charges

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The agency said the robo's errors caused clients to lose $4 million in potential tax savings.

Swapping Assets Can Be Tax-Friendly Move For Some Trusts

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IRS rules allow grantors to swap trust assets to attain better tax treatment.

Accounting For Taxes In Special Needs Planning

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ABLE accounts provide the flexibility to access funds as needed, advisors say.

U.S. Budget Surplus For April Plunged 43% On Weakening Tax Revenues

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There was a slide in tax revenues for the month that annual household filings are due.

Beware Marginal Tax Rates And Social Security, Expert Warns Retirees

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Retirees can avoid high marginal tax rates with Roth conversions, said William Reichenstein.

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