4 Tax-Planning Essentials for Pre‑Retirees

RELATED CONTENT

Maximizing Your Value: 10 Tax-Planning Strategies to Implement in 2025

Demonstrate your value by helping your clients position themselves for a strong 2025. Here are 10 tax-planning ideas that can get you started—and save your clients taxes in the long run.

Don’t Fail the Distribution Phase: 3 More Ways to Fix It

Your clients will benefit from insightful planning for developing solid income streams for retirement. Here are three ideas you may share that can help build more security for your clients during the distribution phase.

3 Tax-Savvy Strategies to Enhance Your Clients’ Retirement Income, Preserve Their Legacies

Not enough attention is given to taxes paid by retirees. You can help your clients boost their retirement income and preserve their legacies by taking steps now to minimize taxes paid in years to come. Consider these three strategies.

4 Differences Between Tax Planning and Tax Preparation

Members’ Choice runner-up: Clients and prospects are looking for help to reduce their taxes. The help they need goes well beyond tax preparation. They need tax planning. Here are four key differences between tax planning and tax preparation.