Weekend Reads: Why Tax Deferral is Key – A New Approach to Tax Planning with IOVAs
April 09, 2016 at 06:00 AM EDT
Despite low yields and ongoing volatility, many advisors have a strategy to help their clients manage the market and earn meaningful gains in 2016. But another hurdle approaches on April 15 as tax bills come due. Taxes can be your clients’ single biggest investment expense—especially for the high...