The Wall Street Journal Tax Guide 2023 is a powerful resource Financial Advisors can use to educate clients about changes to the tax code. P. 17 is especially relevant as it outlines the impact of changes to estate taxes effective 01/01/2026. Clients must act before that deadline!
WSJ Article 08/19/2023: The Moves Wealthy Families Are Making to Skirt Estate Taxes This Wall Street Journal article suggest taxpayers with a net worth of $10M+ review their estate plans now – before the estate tax exemption gets cut in half. “We’re looking at a golden opportunity to make tax-free transfers.”. As you read the article, […]
WSJ 07/23/2023: A Retirement Tax Break That Ends the Fear of Outliving Your 401(k)
WSJ Article: How to Leave Grandkids Your Retirement Savings – And Not a Huge Tax Bill