A goals-based investing approach centers on time horizon and cash flow needs, and constructs sub-portfolios of investments to achieve each identified goal. Learn how you can help your clients invest based on what is important to them.

Many retirees pick a Medicare plan as they approach age 65 and never change it, but selecting coverage shouldn't be a one-time decision. Help your clients review their needs and make sure they have the right coverage.

Understanding how cryptocurrency is taxed is key to tax-efficiently incorporating it into your clients' overall investing plan. Help your clients navigate the current tax landscape for cryptocurrency.

Go beyond investment management strategies for your clients and explore these tax planning techniques that may help them increase after-tax wealth. Learn methods that can help “smooth” your clients’ annual earnings.

Now is an ideal time to discuss year-end tax planning strategies with clients to help potentially reduce their taxes and help them achieve their long-term financial goals. Review this checklist below and consider which strategies may apply to their financial situation.

A disciplined, annual approach to Roth conversions can increase balances in tax-free savings vehicles and reduce taxes over the long term. Learn how your clients may benefit from moving assets to a Roth over multiple years.

The Washington Supreme Court has ruled that a capital gains tax on the sale of certain assets is constitutional. Learn more about who is impacted and the types of securities that are affected.

For high-net worth families, multi-generational wealth transfers could be subject to both the generation-skipping transfer tax (GSTT) and federal gift and estate taxes. Learn more about the GSTT and strategies to help tax -efficiently transfer assets across multiple generations.

This quick reference guide is a great resource for planning discussions with clients, summarizing tax deductions, credits, and retirement plan contributions limits for 2025, with the latest updates per new tax law. Use this guide to quickly find important information for tax planning with your clients.