Capital gains
Cost basis reporting
Regulations require brokers and mutual fund companies to provide cost basis reporting to the IRS for mutual fund shares acquired after January 1, 2012.
IRA contribution reports
Check in with your clients about their investment strategies:
- Run a report (login required)
- IRA check list
- IRA brochure and application
Client seminars
More resources
- Investor education pieces
- In-depth white papers
From Wealth Management Center
Preserving and enhancing wealth for the future with financial-planning experts Bill Cass and Chris Hennessey
While most key tax figures for 2022 had only slight changes, there are areas where individuals may want to consider revisions to their tax strategy.
Year-end planning review checklist
A checklist can help investors assess personal finances for a year-end planning review to determine if action is needed.
Five year-end planning ideas for retirement savings
Here are some year-end planning considerations when reviewing your retirement savings plan.