Andrew Shilling

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.

Human resources executives place emphasis on new technology to evaluate future and existing employees at NICSA's annual membership meeting.

The first step is to account for any obligations or costs, an expert says.

The right debt strategy can help clients make better decisions with capital allocations.

BNY Mellon, DST Systems and State Street are among the firms recognized for their excellence and operational achievements.

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Less than $5 million in gross receipts during a five-year period and qualified R&D expenses are required.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

Clients could face a 100% penalty of taxes owed for filing late.

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.

Despite having “exaggerated” merits, most strategic-beta ETPs outperformed their replicating portfolios, according to Morningstar.