The Assets: Tax planning

Cetera's Farpointe Affiliate Adds Tax-Focused Wealth Management Group in JV

December 1, 2022No Comments

Michigan-based DeLong & Brower Financial Services will join up with Texas-based Farpoint to establish a national network of tax, insurance and wealth management professionals, Cetera says.

Tax-Law Changes Could Redraw RMD Strategies, Experts Say

November 29, 2022No Comments

Recent changes could force wealthier retirees to pull money faster from IRAs and result in higher taxes, so for some retirees pulling more money now could be beneficial and planning long-term is essential, retirement experts say.

Using Direct Indexing for Tax-Loss Harvesting

November 17, 2022No Comments

Tax management may be especially important amid volatile stock markets. Direct indexing can help advisors be more efficient.

Massachusetts Votes to Tax the Rich, Californians Don’t

November 10, 2022No Comments

Massachusetts tax payers with annual incomes of over $1 million will faces a 4% surtax on top of the flat 5% state income tax rate, while California tax payers earning above $2 million will not have to face a proposed 1.75% surtax.

IRS Raises Gift, Estate Tax Exemptions for 2023

November 8, 2022No Comments

UBS suggests ways to take advantage of the higher thresholds.

IRS Increases 401(k) Contribution Limits by a Record $2,000

October 24, 2022No Comments

The maximum IRA contribution for 2023 will rise $500, to $6,500, meanwhile.

IRS Makes Inflation-Linked Changes to Tax Provisions

October 20, 2022No Comments

The agency is raising tax-bracket thresholds, standard deductions and the alternative minimum tax exemption.

IRS Gives Retirement Savers a Breather on RMD Penalties

October 12, 2022No Comments

Heirs to retirement plans may not have to pay a penalty for having missed the typical required minimum distribution this year or last.

Value of Direct Indexing Can Vary Depending on a Client's Account

October 6, 2022No Comments

Marta Norton, Morningstar Investment Management's chief investment officer of the Americas, spoke to FundFire about the growing use of third-party models, as well as personalization, including direct indexing.

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ETF Insider for September 15, 2022