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30 Days 30 Ways To Tax Planning
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30 Days 30 Ways
Video
ETFs Set to Soar
The global ETF market could triple by 2020, but there are still a few drawbacks that limit their growth.
Roth conversions well-suited to volatile market
In an uncertain market, these can offer tax savings and flexibility that avoids risk.
Where to place client assets based on tax considerations
Some investments work best in a taxable account, while others fit well into an IRA or a 401(k).
The kids are all right
How multi-generational tax savings are achieved when parents help children start Roth IRAs.
Low gold prices provide loss harvesting opportunity
SPDR Gold Trust investors should welcome news that wash sale rules don’t apply to gold.
Help clients with pre-retirement tax planning
Help them keep more of what they earn after they stop working.
529 plans also help cut estate taxes
Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.
4 tax-smart savings tips for clients
Consider these strategies to help build savings.
Location optimization: Adding Alpha with no risk
This tool can help clients save on taxes, adding to their bottom line.
The strategic rationale for advisors and accountants to work together
Separating the roles of the two professionals can be counterproductive for clients.
Earn tax-free rental income. No, Really.
IRS: There is a special rule for those who rent their residence for 14 days or less.
See more 30 Days 30 Ways To Tax Planning
