tax planning

Advisor Upside

Schwab Earnings Boosted by Latest Tax-Focused Strategy

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Executives said the firm’s 21% year-over-year revenue growth in the second quarter was partly due to RIAs’ continued interest in long-short strategies.

1 min read

Photo by Ken Lund via CC BY-SA 2.0

Advisor Upside

Treasury Officials Call New Tax Alpha ETFs ‘Too Good to Be True’

Officials singled out 351 conversions and other strategies at an industry event this week, per a Bloomberg report.

2 min read
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Advisor Upside

Welcome to a New Era of Model Portfolios

Rather than replacing advisors, new models are designed to help them become more consistent and efficient.

3 min read
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Retirement Upside

The New Retirement Plan: Living out of a Suitcase

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

Advisor Upside

Long-Short SMAs Aim to Keep the Tax Losses Flowing

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

2 min read

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

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

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