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New tax laws invite strategic sidestepping

December 17, 2018

President Donald J. Trump pledged that his tax law would kill off breaks and complex loopholes for the wealthy. Instead, the overhaul has ushered in a new generation of maneuvers that taxpayers can exploit before Dec. 31 to minimize next year's...

Tax reform can be a growth engine for your advisory firm

December 13, 2018

Business 101 teaches us that in order to grow a business, you need to continually iterate, providing products or services that solve problems and meet the needs of consumers. For millionaire investors, one of the things we found that they needed...

Top 3 planning moves for advisers under new tax law

December 13, 2018

The 2017 tax overhaul has led financial advisers and other tax advisers to substantially restructure clients' financial plans, primarily in three areas: charitable giving, business structure and estate plans, according to a new survey. A poll...

A younger spouse can lower required minimum distributions

December 10, 2018

Here's one I haven't heard before. I received a question from a financial adviser wondering if he could help his client reduce his required minimum distribution burden and the resulting tax on his $2 million individual retirement account by...

3 big reasons to do a Roth conversion right now

December 10, 2018

Lower tax rates, a slumping stock market and the time of year offer pristine conditions for financial advisers to do a Roth conversion with clients. Roth conversions allow clients to convert all or a portion of their traditional, pretax individual...

Tax law dilutes this important break after year-end

November 30, 2018

The 2017 tax law has made planning around medical expenses by the end of this year imperative for financial advisers. The law, which overhauled the tax code for individuals and corporations, made it easier for Americans to claim a deduction...

Banks continue to unload munis in third quarter

November 29, 2018

Some of the biggest U.S. banks have continued to reduce their exposure to state and local government debt, slashing such holdings by $3 billion during the third quarter, after the federal corporate tax cut weakened the appeal of the securities....

Tips for taking year-end client meetings to the next level

November 28, 2018

In the final months of 2018, many financial advisers will be planning year-end check-in meetings with their clients. There are key investing strategies and considerations that are commonplace discussion items in these meetings, such as annual...

For some women, widowhood produces a windfall — and plenty of headaches

November 17, 2018

Because of women's longer average lifespans and likelihood of widowhood, most discussions about women's retirement planning tend to focus on the financial risks of aging alone and the fact that single women over the age of 65 are more likely...

3 last-chance retirement moves for 2018

November 12, 2018

Most clients are aware that their required minimum distributions, or RMDs, generally must be withdrawn by year-end. But here are three more retirement tax moves advisers should remind clients about before the year closes. Complete rollovers...

Future retirees focus on taxes

November 1, 2018

In the past, retirees relied on their accountants for tax advice. But future retirees increasingly are looking to their financial advisers for guidance on how to maximize their spendable retirement income by minimizing their taxes, according...

IRS raises 2019 401(k) contribution limit to $19,000

November 1, 2018

The Internal Revenue Service announced Thursday cost-of-living adjustments to limits on contributions to retirement plans for 2019. The agency's limit on annual employee contributions to 401(k)s, 403(b)s, most 457 plans and the federal government's...

New court ruling could put retirement assets from a divorce at risk in bankruptcy

October 30, 2018

Financial advisers should reconsider how they treat retirement assets clients acquired during a divorce, following a recent lawsuit that puts them at risk during a bankruptcy, according to tax and estate experts. In this particular case, Brian...

When markets fall, will your clients remain calm or panic?

October 29, 2018

As a financial planner, financial adviser or wealth manager, you build carefully crafted investment portfolios for clients and then monitor them over time. That, it turns out, can be the easy part of the adviser-client relationship. The bigger...

5 year-end tax planning strategies

October 29, 2018

As the end of 2018 approaches, the new tax laws will make year-end tax planning more complicated than usual. In spite of the complexity, there are several moves you can make for your clients to minimize their upcoming tax liabilities without...

Don't confuse old tax rules with new ones when selling a home

October 25, 2018

When the first versions of the Tax Cuts & Jobs Act were released last year, Congress looked to rework the rules on the sale of a personal residence. By the time the bill was finalized, however, all those proposed changes were eliminated. So...

Taking advantage of opportunity zone investments for tax breaks requires high risk tolerance

October 22, 2018

A federal program designed to encourage capital injections into economically distressed areas could be a good option for investors sitting on a lot of capital gains and possessing high risk tolerance, according to advisers and other experts....

IRS unveils rules for capital gains tax breaks in so-called opportunity zones

October 19, 2018

The Internal Revenue Service unveiled proposed regulations Friday for what Treasury Secretary Steven Mnuchin says could be a $100 billion investment opportunity for real estate and businesses in distressed areas. The rules provide investors...

NFL teams in high-tax states risk talent drain

October 19, 2018

If your favorite NFL team doesn't make it to the playoffs, President Donald J. Trump's tax overhaul might be in part to blame. The 2017 law could put teams in states with high personal income tax rates at a disadvantage when negotiating with...

The midterm elections: What's at stake for financial advisers

October 13, 2018

As voters head to the polls in three weeks, the fate of many issues affecting financial advisers will hang on the outcome. If Democrats gain control of the House of Representatives in November's midterm elections — as is widely predicted —...

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