Taxes
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
Taxes content
Bond Insights
Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
Wealth management
Qualified Charitable Distributions (QCDs) can be an effective way for your older clients to give to charity as well as reduce their tax bill, since QCDs are excludable from taxable income. Learn how your older clients can save on taxes by making a QCD.
Bond Insights
Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.
Wealth management
Roth conversions — moving money from a traditional IRA or other retirement account into a Roth IRA — are not just for retirement planning. In the right situation, Roth conversions can help your clients transfer wealth tax efficiently to the next generation.
Wealth management
If your clients own company stock in a qualified employer-sponsored retirement plan and they're at least 59½ or separated from their employer, the Net Unrealized Appreciation (NUA) tax rules may save them money. Learn more about when your clients may benefit from a NUA tax strategy.
Bond Insights
Taxable municipal bonds may be an attractive option for investors in lower tax brackets, but there are things investors should know before making a decision.
Wealth management
Learn more about intrafamily loans and why they can be attractive alternatives to traditional gifting for ultra-high-net worth families wishing to help younger generations make a purchase or invest for the future.
Wealth management
We generally don’t recommend making changes to your clients’ tax plans based on election predictions or potential future legislation. However, there are some potential “no-regrets” tax moves to consider before year-end. Learn what tax moves your clients’ should consider before year-end.
Wealth management
Under certain circumstances, gifting assets to older generations can be beneficial for estate and income tax planning purposes. Learn when this may be useful in your clients’ estate planning.