Zoe Sagalow is a reporter for Financial Planning covering tax, retirement and more.
Previously, she covered bank regulation, insurance regulation and tax policy.
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As the July 4 launch date nears when clients can start contributing to Trump accounts, advisors discussed pros and cons of this method to save for children.
July 2 -
A survey found that a majority of investors disagreed with requiring scaling back to semiannual reporting for public companies.
July 1 -
Clients can maximize profits by paying the tax bill outside of the conversion — and more reminders for advisors before they guide clients through Roth conversions.
June 30 -
Whether advisors choose individual stocks or not, the SEC's proposal to allow semiannual reporting rather than quarterly could impact clients' portfolios.
June 26 -
A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating uncertainty over how taxes are allocated after a person's death.
June 8
