Andrew Shilling

The funds with the biggest AUM declines didn’t badly underperform, but investors often found cheaper alternatives.

It paid in 2017 to be a penny-pinching retiree because target-date funds dominate the cross-section of profitable and cheap.

Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.

The right strategy can help minimize their future estate taxes.

Passive funds are the decisive victor in attracting cash.

Many deductions are likely to disappear if Congress passes the reform bill into law.

To add insult to injury, these returns didn’t even come cheap. The average expense ratio was more than 1%.

Clients should consider tax breaks such as education expenses, mortgage interest payment and small business costs.

These eye-popping returns didn’t come cheap. Expense ratios averaged more than 1% and went as high as 158 basis points.

The firm would not comment on the cause.

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

Retirement location "matters just as much to your tax bill as what you have,” an expert says.

The proposal aims to simplify tax subsidies by increasing qualified withdrawals from 529s in exchange for scrapping the Coverdell account.

Emerging markets, value and small-cap funds dominate the list, but other factors need to be considered, as well.

While contribution limits are expected to remain untouched, the country is still facing a retirement crisis, one expert says.

Experts say 18-to-36-year-olds should take advantage of workplace 401(k) and Roth IRA tax benefits now and shop around for the best savings rates later.

After the tech bubble and the 2008 financial crisis, the younger generation has little reason to trust the markets.

One option for clients to consider is municipal bonds, which offer tax-free yields.

The independent broker-dealer’s executive team hopes the SEC works with the DoL to develop an industry standard.

With strong returns and affinity among younger clients, one advisor has gone as far as to mandate the strategy.