Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
Find out which deductible expenditures your client should prepay, according to MarketWatch. These strategies include squeezing out a 13th mortgage payment before the end of the year, and early payments on state and local taxes, which can be deducted form a federal filing. -- MarketWatch
A Trump presidency means your clients may lose certain deductions, according to The Wall Street Journal. Several big deductions are likely to be far less valuable or even disappear next year once the president-elect enters office. -- The Wall Street Journal
Taxes are one of life’s sure things, but clients can still make changes after the filing deadline. Here’s how.
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How a couple wrote off cat food and other breaks that boosted refunds. Plus, how charity counts toward an IRA withdrawal.
February 14 -
There are ways around having to pay as much as a 50% penalty. Plus, inheriting Roth IRAs and designing more efficient retirement portfolios.
January 31 -
Moving investments into these accounts may optimize returns and boost savings. Plus, know your IRAs and the impact of Trump's proposals on income brackets.
January 25 -
Why it's a good time to invest even small amounts into 401(k) and Roth IRA accounts. Plus, avoiding the capital gains hit.
January 17
Here's how to tell what kind of tax bill your client can expect for the income they will earn in 2017, according to the Motley Fool. Advisers can use the tax schedule breakdown in this story to help clients make their upcoming tax decisions. -- Motley Fool
