Subscribe

Market volatility puts spotlight on tax-planning strategies

With recent market swings come opportunities for advisers to lower their clients' tax bills.

Recent gyrations in the stock market highlight an important opportunity for advisers: to provide clients with lessons on minimizing their tax bill. These opportunities exist year-round, not only at year-end or when the April 15 IRS deadline is looming.

Tax-loss harvesting, charitable contributions

Subscribe or log in to read the rest of this content.

Learn more about reprints and licensing for this article.

Recent Articles by Author

SEC issues FAQs on investment advice rule

The agency published answers to four questions about Form CRS.

SEC proposes tougher sales rule for exchange-traded products

The agency, concerned about consumer protection, says clients need a baseline understanding of product risk

Pete Buttigieg proposes a ‘public’ 401(k) program

The proposal is similar to others seeking to improve access to workplace retirement plans but would require an employer match.

DOL digital 401(k) rule not digital enough, industry says

Some stakeholders say the disclosure proposal is still paper-centric and should take into account newer technologies.

Five brokers lose Ohio National lawsuit over annuity commissions

Judge rules the brokers weren't beneficiaries of the selling agreement between the insurer and broker-dealers.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print