The Assets: Tax planning
February 23, 2021
From Rollovers to Roths: Managing the IRA Alphabet Soup
The alphabet soup of individual retirement account plans can make clients’ heads spin. Advisors can help match them to the right account to suit their needs.
February 24, 2021
Death, Taxes … and Annuities?
The retirement years can be filled with apprehension for many clients. Annuities can remove some of that stress, but at what cost?
February 4, 2021
Warren to Join Senate Finance Committee and Introduce Wealth Tax
Sen. Elizabeth Warren is also probing Robinhood on its decision to restrict trading in GameStop last month.
Last Comment: February 4, 2021
January 22, 2021
Taxes, Retirement, Investment Ideas Are Top of Mind for FAs’ Clients
Financial Advisor IQ surveyed FAs in December, when the results of the U.S. presidential election became clearer.
January 8, 2021
ABLE Plan Take-up Among FAs Is Low Despite Benefits: Report
So far only Virginia offers the tax-advantaged plans for saving for the care of individuals with disabilities through financial professionals, according to a recent report.
November 13, 2020
Many Americans Unaware of Tax Repercussions of Working Remotely
While many workers have taken steps to ensure they’re prepared to deal with state-specific remote-work tax consequences, many aren’t aware what they entail, according to the American Institute of CPAs.
November 25, 2020
Taxes Have a Bigger Impact Than You Think
Register today for Thursday's webcast, discussing how financial advisors can help reduce their clients' end-of-year tax bills. This webcast is sponsored by iShares.
Event Date: November 12, 2020
October 30, 2020
Envestnet Enhances Tamarac Platform for Tax Optimization
Among the new features are tools designed to allow advisors to better track and manage capital gains tax burdens in client accounts, the company says.
October 19, 2020
A Biden Presidency Could Undo Decades-Old Tax Breaks for the Rich: Report
From the elimination of the obscure “step-up basis” to a higher capital gains tax, a win by Joe Biden could change drastically how the wealthy invest, according to Bloomberg.
September 22, 2020
Impact of Red, Blue Wave Election Scenarios on Types of Investors
Laura Kane, head of investment themes at UBS Americas, talks about sector level implications.
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