The network for financial advisors
The network for financial advisors
Login
Register
Resources
Events
Compensation study
Practice
Portfolio
Industry
Voices
Search
Search
Compensation study
Practice
Portfolio
Industry
Voices
Resources
Events
search goes here
Tax planning
New tax law, new rules: 11 tips for helping clients maximize benefits
A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.
How retirement strategies should change as clients age: Retirement Scan
Clients have to change their retirement goals and strategies over the years, starting off heavily in stock allocation while in their 30s.
Helping clients invest their health savings accounts
Even if a client does not use the triple tax advantage of these accounts, the benefits are still valuable.
How ‘lump and clump’ can offer clients material tax savings: Kitces
Higher deduction ceilings have made itemizing a moot point for most individuals, but a novel strategy can yield real additional savings.
Why traditional retirement planning isn’t going to cut it
Your client’s long life could be the death of their retirement savings
10 big client tax mistakes that can lead to an audit
Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.
This little-known 401(k) trick can open the floodgates to Roth IRA savings
The Roth IRA has very low contribution limits, while those in high-income groups may not qualify to contribute to the account.
Kitces: New pitfalls when deducting mortgage interest
Sweeping tax changes have made it more important than ever to understand what is, and isn’t, deductible.
Q&A: Should we divorce so my husband can get more Social Security?
See what the Social Security Administration considers part of the "5 things every woman should know" about the program.
Could this simple Social Security strategy solve the retirement crisis?
The retirement problem comes down to the fact that many people don't have access to a 401(k) plan. Here's one solution.
See more Tax planning
