Vice President Kamala Harris's proposed tax on billionaires creates a lot of questions for financial advisors, especially when it comes to taxing unrealized capital gains.
Complex rules are "ridiculous" but advisors can add long-term value by helping clients get their IRAs and 401(k) balances down.
RIAs have an advantage over captive advisors and have an opportunity to seize significant client service opportunity.
The vice president’s latest fiscal proposal would substantially reverse a business-friendly piece of Trump-era legislation.
Vow to end taxes on benefits, without any other changes to Social Security, would make the system run out of money sooner.
The IRS has stood firm on its required minimum distribution rules but following these equates to bad tax planning, says tax expert.
Tax smoothing is important, even as the IRS has granted exemptions since the 10-year RMD rule for inherited IRAs went into effect.
With several key factors influencing a complex product, it's essential advisors are well versed on its portfolio positioning.
There is confusion over RMD rules and advisors must step up to the plate to help clients.
Spoiler Alert: It does not exist despite claims on social media.
A long-enshrined tax exemption to municipal bonds could end up scrapped if the 45th president gets his way.
With tens of billions in funding, the federal tax agency has waged a collection campaign against thousands of delinquent seven-figure income-earners.
The agency says threats are evolving and require action.
The partnership aims to provide advisors with more opportunities to personalize client portfolios and enhance their after-tax returns.
The AI superstock's blistering rally has inflated his private foundation's assets, making it harder to clear a key legal threshold.
The fintech provider’s new tools let RIA clients automate tax-savings strategies, including tax-loss harvesting and gains deferrals.
Seven justices ruled in favor of the divisive Trump-era tax measure, potentially setting back calls for a wealth tax.
The asset manager is giving advisors more power to personalize portfolios with fixed-income and multi-asset options.
The retirement expert is back with a new book and a big warning about higher taxes.
The North Carolina-based global asset manager is strengthening its custom SMA platform with new active and index strategies.
