taxes

Investing Strategies

How the ‘Domino Effect’ from a Wonky SEC Policy Shift May Ease Capital Gains Pain

Photo illustration by Connor Lin / The Daily Upside, Photo by Klyaksun via iStock

An ETF makeover for mutual funds, enabled by the Securities and Exchange Commission, may cut taxes for millions and upend the funds biz.

5 min read

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Advisor Upside

For Your (Tax) Health: The Underloved HSA

HSAs are lauded for their triple-tax benefits, and can be useful for wealthy clients, even if they don’t do much to improve American health care.

4 min read
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Retirement Upside

Why March Is too Late to Talk Taxes with Your Retirement Clients

Effective tax management is a year-round operation, but there are timely strategies to consider right now.

2 min read
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Advisor Upside

Advisors Lean on Legacy Planning to Help Secure Next-Gen Clients

2 min read

Economics

The Taxman Still Cometh, But May Take Away Less

Photo illustration by Connor Lin / The Daily Upside

Thanks to a sweeping bill enacted by Congress last year, many American taxpayers may owe less to the IRS this April than we feared.

4 min read

Advisor Upside

Advisors Share New Year’s Resolutions for 2026

Photo by Kelly Sikkema via Unsplash

2 min read

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Financial Planning

Worried You Don’t Have Enough Money to Retire? New Rules in ’26 Make It Easier to Catch Up

Many of the new retirement account rules that take effect in 2026 can simplify building up the savings necessary to live the life you want.

3 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Pixpine Mockups and Anthony Behar/Sipa USA/Newscom

Advisor Upside

Advisors Are Watching These Tax Law Changes in 2026

New tax laws including the One Big Beautiful Bill Act present novel risks and opportunities when filing next year’s tax returns.

4 min read
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ETF Upside

What’s the Difference Between 351 Exchanges and Exchange Funds?

Either one of these popular tax-advantaged strategies can help clients diversify and defer tax bills, but they can be complex as well as costly.

4 min read

Advisor Upside

Tax Planning Is Table Stakes for Advisors

Photo via Kelly Sikkema

Nearly 70% of high-net-worth clients said advisors should help them reduce their taxes, Cerulli found.

2 min read

Photo via Chris Kleponis-CNP/Picture Alliance/Consolidated News Photos/Newscom

Advisor Upside

Trump’s ‘Big, Beautiful Bill’ Is a ‘Mixed Bag’ for Advisors

Some worry about adding to the already ballooning national debt, while others applaud extending the Tax Cuts and Jobs Act.

2 min read
Photo via Douglas Christian/ZUMAPRESS/Newscom

ETF Upside

ETFs Built On Tax Advantage Draw Congressional Scrutiny

Rich investors with large stock portfolios and capital gains get a tax bonus with 351 ETF exchanges.

2 min read
Photo by Yunus Tuğ via Unsplash

Advisor Upside

Don’t Fear the Reaper. Running Out of Money in Retirement May Be Scarier

Dying is one thing, but living without money is another, according to a recent survey.

2 min read

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