Tax & estate planning

33 stories this week 189 in all, from the Advisors desk.

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Tax & estate planning stories, page 7

Page 7 of 10

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Put the client's health spending on the portfolio page

Sep 10

Jock taxes are a filing problem beyond football

Sep 9

State tax treatment of Trump accounts keeps shifting

Sep 9

Social Security worries outrun client plans—an advisor opening

Sep 7

Health costs to climb 8.2% — a retirement planning base case

Sep 4

Career gaps cost more than the time they take

Sep 4

Schwab tests its pricing power on HNW clients

Sep 4

Slott clears the rollover clock and sets a 529-vs-Trump test

Sep 3

Fidelity's record 401(k) balance sets up the savings-rate review

Sep 3

Parton's giving raises the estate question advisors need to ask

Sep 2

The $15 million trap in old estate plans

Sep 2

A fringe-benefit tax option with a large precedent

Sep 2

Trump Accounts Put the Gift Before the Tax Math

Sep 2

Trump-Account Rules Make Tax the Advisor's Edge

Sep 1

Borrow against concentrated stock, don't sell it

Aug 31

Art loans tap equity without the capital-gains hit

Aug 31

Slott's Roth screen makes conversion a standing call

Aug 31

The 4% withdrawal drain is eating the inheritance

Aug 31

NASAA puts trusted contacts at the center of senior fraud prevention

Aug 31

Respect the client's mental hierarchy to win retirement plans

Aug 29

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Tax & estate planning

Tax & estate planning stories, page 7

Page 7 of 10

Put the client's health spending on the portfolio page

Jock taxes are a filing problem beyond football

State tax treatment of Trump accounts keeps shifting

Social Security worries outrun client plans—an advisor opening

Health costs to climb 8.2% — a retirement planning base case

Career gaps cost more than the time they take

Schwab tests its pricing power on HNW clients

Slott clears the rollover clock and sets a 529-vs-Trump test

Fidelity's record 401(k) balance sets up the savings-rate review

Parton's giving raises the estate question advisors need to ask

The $15 million trap in old estate plans

A fringe-benefit tax option with a large precedent

Trump Accounts Put the Gift Before the Tax Math

Trump-Account Rules Make Tax the Advisor's Edge

Borrow against concentrated stock, don't sell it

Art loans tap equity without the capital-gains hit

Slott's Roth screen makes conversion a standing call

The 4% withdrawal drain is eating the inheritance

NASAA puts trusted contacts at the center of senior fraud prevention

Respect the client's mental hierarchy to win retirement plans