Practice

Separating the roles of the two professionals can be counterproductive for clients.

Advisors shouldn’t force themselves to work with the next generation of clients and talent -- but they must be committed if they do, says XY Planning Network co-founder Alan Moore.

The Treasury Department and the Internal Revenue Service proposed tax regulations Wednesday to bring the rules in line with recent Supreme Court decisions.

IRS: There is a special rule for those who rent their residence for 14 days or less.

Keep your reputation intact, and your clients on track, by telling them to expect modest stock returns in the future.

IRS: There is a special rule for those who rent their residence for 14 days or less.

Seniors who consider filing for Social Security benefits before the end of the year to avoid a hefty increase in Medicare Part B premium next year are advised to drop their plan; Plus, eight ways to build more retirement wealth.

Almost half of U.S. workers didn’t have a company-sponsored retirement plan in 2013, compared with 39% in 1999, according to an analysis of Census Bureau data by the Schwartz Center for Economic Policy Analysis at the New School for Social Research in New York.

Only 42% of advisors have discussed long-term care with more than half of their clients. The reason for their reluctance may be due to clients' focus on saving money for retirement.

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.