IRS

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.

Advisors say it’s never too early to start saving for college.

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

The proposed overhaul may severely limit investors’ ability to minimize capital gains on stock.

Many dividend-focused funds use methodologies that exclude real estate investment trusts.

It’s the Roth’s 20th birthday. Where is everyone?

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

The tax plan would make itemized deductions less valuable so some seniors would lose a deduction that covers payments for nursing homes, assisted living or inpatient hospital care.

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

Taxpayers face a penalty known as an individual shared responsibility payment if they do not comply, IRS says.