Taxes
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
Taxes content
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.
Wealth management
For married couples who want to structure how their wealth is transferred, a combination of credit shelter and marital trusts may be appropriate. Learn estate planning tips that can help protect your clients’ wealth.
Wealth management
Portability is a tool that gives married couples flexibility in planning for potential federal estate tax exposure. Learn how your clients can inherit a tax exemption.
Wealth management
When looking to transfer large amounts of assets to future generations, consider selling assets to an intentionally defective grantor trust (IDGT) to potentially create greater tax savings than other gifting strategies.
Wealth management
A window of opportunity currently exists to help your clients potentially lock in higher lifetime estate and gift tax exemptions. Use this guide to aid conversations with your clients now to help ensure they are meeting their objectives.