tax planning

Retirement Upside

The New Retirement Plan: Living out of a Suitcase

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Advisors recommend careful planning to make sure that a more global approach to post-professional life doesn’t carry a bigger tax bill.

2 min read

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Advisor Upside

Long-Short SMAs Aim to Keep the Tax Losses Flowing

It’s become harder for direct-indexing strategies to generate the tax losses that underpin much of SMAs’ appeal.

2 min read
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Advisor Upside

IRS Eases Gift Tax Rules for Trump Accounts

The agency is allowing some contributions to be considered “current interest” gifts rather than “future interest” gifts.

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Retirement Upside

New Tax Rules Are Making This Charitable Giving Strategy Even More Valuable

The One Big Beautiful Bill has materially changed the economics of qualified charitable distributions.

2 min read

Advisor Upside

AI Is Changing How Clients Work With Advisors. Mostly for the Better

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Artificial intelligence tools are helping clients become better consumers of financial advice. But there are risks.

2 min read

Advisor Upside

AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round

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The estate and tax planning segment has become one of the fastest-growing tech categories in financial planning.

2 min read

Retirement Upside

Is AI the Answer for Mass-Market Retirement Advice?

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Savers with significant assets can get great retirement advice, but those of lesser means are often left out.

2 min read

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