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Munis
Helping millennials overcome the retirement hurdle: Tax Strategy Scan
Clients under 35 are the only age group with a negative savings rate. These tools can help them prepare.
Donating to Hurricane Harvey relief efforts: Tax Strategy Scan
Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.
How tax reform could impact retirement savings: Tax Strategy Scan
Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.
CE Quiz
June 2017
As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and IMCA.
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Little known tax tips to minimize your clients’ bills: Tax Strategy Scan
Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.
Foreign buyers snapping up U.S. muni bonds, but risks exist for clients
Non-U.S. purchases of municipal bonds are up 32% from 2014. But not everyone is impressed.
Tax boon for clients: Funds that sidestep AMT
If your clients pay the alternative minimum tax, these funds can help lower their tax liability.
After long struggle, Lebenthal sells stake to South Street Securities
The firm previously shuttered a wealth management unit last year that failed to take off despite some high profile hires.
Why 401(k) investors are worth imitating: Tax Strategy Scan
Clients fare just as well, and possibly better, with their other investments by developing the same savings habits of these retirement accounts. Plus, getting more out of munis.
Munis that beat their corporate counterparts: Tax Strategy Scan
A bond subsector worth looking at. Plus, help clients keep what they owe the government to a minimum with a roadmap for drawing down assets.
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