Retirement planning

Changing filing statuses and maxing out deductible contributions to IRAs and HSAs are some ways clients received bigger reimbursements.

Those who fail to repay their loans on time may face early withdrawal penalties.

Make sure your conversations with clients include variations of this theme. It's not a bad way to approach your own big decisions, as well.

In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch.

Some clients may experience a taxable event that pushes them into a higher tax bracket.

A portfolio that minimizes the frequency and magnitude of losses, while maintaining an equity-like overall return, may be worth emulating.

Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.

The last government shutdown highlighted how many Americans ignore basic planning lessons.

Clients can avoid tax liability on their capital gains by donating securities that have appreciated in value, an expert says.