Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
With new limits on itemized deductions set by tax reform, senior investors may consider using a charitable IRA rollover provision to donate to charity.
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Estate planning remains critical as investors seek to manage the distribution of assets as well as meet any state tax requirements.
The tax reform law created a new tax landscape that could have a significant impact on year-end income-tax planning.
As year-end nears, retirement planning becomes a focus for investors, especially retirees who have year-end deadlines for retirement income distributions.
Tax reform has created an opportunity for investors to defer taxes on capital gains if they invest in so-called “Opportunity Zones”
Individuals can choose to make a gift while they are living, or include it in their estate plan for distribution upon death.
Business owners may want to review their tax filing strategies as tax reform made some significant changes to the rules for managing net operating losses (NOLs).
A new tax reform package recently passed the House, but its future in the Senate is uncertain.
Investors may overlook a serious risk to their net worth — creditor risk — and as a result not carry excess coverage such as umbrella insurance.
This October marks the last chance that investors can undo – or recharacterize – a 2017 Roth conversion.
