Taxes
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
Taxes content
Wealth management
Direct indexing can provide performance and diversification like an index fund, while allowing your clients to customize their holdings and harvest losses for tax breaks. Learn which types of clients may benefit from adding direct indexing to their portfolio.
Wealth management
In the context of portfolio management, a strategic divestiture strategy is a disciplined, multi-year process for gradually reducing concentration risk and increasing diversification. Learn how a strategic divestiture strategy may benefit your clients’ portfolios.
Wealth management
This quick reference guide provides tax brackets and key deductions, credits, and retirement plan contribution limits for 2026. Learn more about the limits that may impact your clients in 2026.
Wealth management
Family Limited Partnerships (FLPs) are powerful estate planning tools for high net-worth individuals and families to consider. Learn more about FLPs and if they may be right for your clients.
Wealth management
For married couples who want to structure how their wealth is transferred, a combination of credit shelter and marital trusts may be appropriate. Learn estate planning tips that can help protect your clients’ wealth.
Wealth management
When looking to transfer large amounts of assets to future generations, consider selling assets to an intentionally defective grantor trust (IDGT) to potentially create greater tax savings than other gifting strategies.
Learn how 2025 tax brackets affect your filing strategy, deductions, retirement contributions, and credits—and how to plan smarter before Tax Day.
Tax cost ratio is a key metric for tax-efficient investing. Here's what it is and how it works.
Wealth management
Understanding how cryptocurrency is taxed is key to tax-efficiently incorporating it into your clients' overall investing plan. Help your clients navigate the current tax landscape for cryptocurrency.