Capital gains taxes

Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.

Although annuities incur taxes and costs, clients "can invest the same amount into a diversified municipal bond portfolio and pay no taxes,” an expert says.

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

Investors would be required to sell the shares they purchase first, which often is the lot that has the most gains and thus generates the bigger tax hit.

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.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.

One option for clients to consider is municipal bonds, which offer tax-free yields.

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.