Retirement planning

You’ll probably find administrators blocking the backdoor Roth IRA strategy more than anyone else, says Kimberly Foss, planner, author and Financial Planning contributor. That’s when you’ll have to adopt the role of educator, she says.

Tax overhaul has scrapped taxes on a child's excess unearned income at the same rate as their parents.

Whether targeting baseball players or tech execs, some firms place their bets on a narrow client focus.

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

Investable assets isn't the only category in which this demographic outstrips others.

Incumbents and startups are developing partnerships to help clients navigate difficult rollovers.

With the expenses no longer deductible, will clients ask for new planning options?

Those concerned about financial shortfalls in old age may want to consider selling their whole life policy. Here's how advisors can help.

Other groups, such as those who used to itemize tax deductions but will now use the high standard deduction, are also advised to check their withholding taxes.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.