Tag: Financial Advisors
How to maximize Trump’s bigger SALT deduction limit for 2025
Greg Hinsdale | The Image Bank | Getty ImagesIf you live in a high-tax state, you could see...
How Trump’s ‘big beautiful bill’ impacts your Giving Tuesday tax break
Yellow Dog Productions | The Image Bank | Getty ImagesIf you plan to donate money on Giving Tuesday,...
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
D-keine | E+ | Getty ImagesLosing a spouse can be devastating, and survivors often face a costly surprise...
Roth conversions could trigger a ‘tax torpedo’ under Trump’s new law
Kathrin Ziegler | Digitalvision | Getty ImagesRoth individual retirement account conversions are a popular strategy to reduce pretax...
Here are some of the biggest required minimum distribution mistakes
Luis Alvarez | Digitalvision | Getty ImagesAs December approaches, some older Americans must soon take required withdrawals from...
Overlooking beneficiary designations is a big IRA mistake: attorney
mapodile | E+ | Getty ImagesLAS VEGAS — Millions of households have individual retirement accounts, and simple mistakes...
These inherited IRA mistakes could reduce your windfall, advisors say
Juanma Hache | Moment | Getty ImagesWhile many investors welcome a windfall, the rules for inherited individual retirement...
Year-end is popular for Roth conversions — when to make an exception
Prasit photo | Moment | Getty ImagesAs the calendar winds down, some investors may be eyeing Roth individual...
RIAs are undergoing a tax prep schism: Here’s why
As RIAs look to expand wallet share and attract clients, holistic services like tax planning and...
ETF mistakes that can ‘quietly erode long-term returns’: advisor
Prasit Photo | Moment | Getty ImagesDemand for exchange-traded funds is soaring as investors shift to lower-cost, tax-friendly...
A Resilient Digital Asset for the Long Term
In today’s "Crypto for Advisors" newsletter, Josh Olszewicz from Canary Capital breaks down Litecoin from its history to its...
How much you can make in 2026 and still pay 0% capital gains
D3sign | Moment | Getty ImagesThe IRS has unveiled the capital gains tax brackets for 2026, with higher...