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ThinkAdvisor Reader Survey 2026

1.Please rate your level of interest in learning more about the following topics?
Extremely interested
Very interested
Interested
Not very interested
Not interested at all
AI & Financial Planning
Alternative Investments (like commercial and multifamily real estate) - 1 or 2 ?s
Business Building/Practice Management
Compliance, Enforcement & Regulation (FINRA, SEC, etc.)
Medicare Planning
Multi-Family-Office (MFO) Management or Business or ?
Planning for Clients in Different Demographic Groups (Boomers, Gen X, etc.)
Portfolio Products, Like Commercial a Real Estate ...or Alternative Portfolio ??
Retirement Policy, Legislation & Reform
Serving High New Worth/Ultra HNW Clients
Tax Policy, Legislation & Reform
2.Please rate your level of interest in learning more about the following Retirement and Income Planning topics.
Extremely interested
Very interested
Interested
Not very interested
Not interested at all
Managing Income Tax Brackets: Optimizing after-tax returns, minimizing your total tax liability, and avoiding "tax bracket creep."
Required Minimum Distributions (RMDs): Planning for mandatory withdrawals starting at age 73 or 75, as per the SECURE 2.0 Act, and avoiding penalties.
Retirement Account Optimization: Maximizing contributions to Traditional/Roth IRAs, 401(k)s, and 403(b)s to reduce taxable income.
Roth Conversions: Converting traditional IRA funds to Roth IRAs to lock in current rates and enable tax-free future growth.
Social Security Taxation: Determining how much of your Social Security benefit is taxable and what claiming strategy is optimal.
3.Please rate your level of interest in learning more about the following Tax Planning topics.
Extremely interested
Very interested
Interested
Not very interested
Not interested at all
Asset Location: Placing tax-inefficient assets (like bonds) in tax-deferred accounts and tax-efficient assets (like stocks) in taxable accounts.
Capital Gains & Dividends: Managing long-term vs. short-term gains to minimize tax rates.
Managing Tax Brackets: Strategically managing taxable income (e.g., deferring bonuses or accelerating deductions) to pay the lowest possible marginal rate and also to avoid tax bracket “creep.”
Net Investment Income Tax (NIIT): Managing the 3.8% tax on investment income for high earners.
Optimizing Withdrawal Strategies: For retirees or investors, managing brackets helps in deciding which accounts to withdraw from, balancing income across years to avoid unnecessary taxation.
Tax-Loss Harvesting: Selling investments at a loss to offset capital gains and up to $3,000 of ordinary income.
Wash-Sale Rule: Avoiding the 30-day rule when re-buying securities after a loss sale.
4.Please rate your level of interest in learning more about the following Estate, Trust & Gift Planning topics.
Extremely interested
Very interested
Interested
Not very interested
Not interested at all
Annual Gift Exclusion: Utilizing the annual exclusion to transfer wealth tax-free ($18,000 per recipient in 2024; $19,000 in 2025).
Estate Tax Exemption: Planning for federal estate tax exemptions.
General estate planning (such as helping clients divide their estate, write a will, etc.)
State-specific planning strategies (like avoiding state inheritance taxes and probate)
Step-up in Basis: Understanding the tax advantage of inheriting assets.
Trusts: Using charitable trusts (CLT/CRT) for tax planning.
5.Please rate your level of interest in learning more about the following Tax Deductions, Credits & Withholding topics.
Extremely interested
Very interested
Interested
Not very interested
Not interested at all
Charitable Giving: Utilizing donor-advised funds (DAFs) or qualified charitable distributions (QCDs) for tax efficiency.
Health Savings Accounts (HSAs): Using triple-tax-advantaged accounts for health expenses.
Itemized vs. Standard Deductions: Analyzing which option provides the best tax benefit.
Withholding Management: Adjusting paychecks to avoid underpayment penalties or large refunds.
6.Please rate your level of interest in learning more about the following planning issues tied to clients’ Businesses, College Planning and Special Scenarios (like divorce).
Extremely interested
Very interested
Interested
Not very interested
Not interested at all
Depreciation and Sale of Assets: Managing tax implications on business property.
529 Plans: Using education savings plans for tax-free growth and withdrawals
Qualified Business Income Deductions (QBIDs): Leveraging Section 199A for small business owners.
The "5 D's" of Tax Planning: Preparing for tax impacts due to death, disability, divorce, disagreement (between business partners) and/or distress (tied to a personal or business crisis) .
7.What other advisor-focused topics would you like to read more about on ThinkAdvisor, which were not listed in any of the earlier questions?
8.How interested are you in different types of news and content?
Extremely interested
Very interested
Interested
Not very interested
Not interested at all
Advisors’ Advice (views from 5-10 financial professionals)
Analysis (in-depth examination of a particular topic)
Breaking News
Case studies (of examples tied to specific financial planning issues for clients)
Commentary pieces
Data-focused stories
Debates (on the best ways to resolve practical financial planning issues)
Listicles (based on bullet points/summaries)
Profile stories (in-depth look at one advisor’s practice/expertise)
Q&As (one-on-one Interviews with industry experts)
Slideshows
Videos
9.Which state is your advisory practice/business based in?
10.If you would like to be eligible for the chance to win one of the 50 Amazon gift certificates valued at $10 that we are giving out to financial advisors, please provide your email address here so we can reach you at your advisory firm. This address will only be used by Amazon to distribute the gift cards to winners.
11.If you would be willing to occasionally answer questions about your work as a financial advisor and how ThinkAdvisor can best deliver content about topics that interest you, please provide your email address here.
Thank you for supporting ThinkAdvisor by answering our survey. We greatly appreciate your time and interest in our advisor-focused online publication.