tax planning

Advisor Upside

How to Create a ‘Tax Planning Mindset’ Instead of a Checklist

Photo by Behnam Norouzi via Unsplash

With the right tools and know-how, advisors can move beyond annual tax conversations to a lifetime tax-planning mindset.

2 min read

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Retirement Upside

How Social Security Fits Into a Millionaire’s Retirement

Think a client with a few million dollars saved can be casual about Social Security claiming? Think again.

2 min read
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Retirement Upside

Think Retirees Face Just 7 Tax Brackets? There’s More to the Story

Medicare surcharges and taxes on Social Security benefits can catch uninformed clients (and advisors) by surprise.

2 min read
Photo by Mathieu Stern via Unsplash

Advisor Upside

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

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

2 min read

Advisor Upside

Advisors Tackle Decumulation as Americans Boom Into Retirement

As baby boomers flood the retirement ranks, advisors sharpen their asset distribution skills.

5 min read

Advisor Upside

How to Find Investing Insights from Tax Returns

Tax alpha is critical and building tax-efficient portfolios and strategies is a better way to add alpha than trying to beat the market.

4 min read

Advisor Upside

April Introduces AI-Powered Tax Planning, Prep for Advisors

Photo by Alexander Mils via Unsplash

The tools help wealth shops deliver tax services without building a practice from scratch.

2 min read

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