Income taxes

Congress may have a difficult time closing tax code loopholes that benefit households more than corporations, an expert suggests.

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Retirees saw a small increase in expendable income once they started collecting Social Security, according to a new study.

The proposal includes cuts that would benefit businesses, the middle class and certain high-earning individuals but left unanswered questions about whether the plan would be paid for, or how.

Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.

Moving investments into these accounts may optimize returns and boost savings. Plus, know your IRAs and the impact of Trump's proposals on income brackets.

Fifteen tax planning tips from analysts and industry experts advisers may consider in 2017.