Income taxes

Payouts from pensions and tax-deferred accounts are usually not taxed in states without a state income tax or with levies only on interest and dividends.

Since 2011, when Occupy Wall Street protesters rallied under the slogan “We are the 99%,” the income threshold for the top 1% is up an inflation-adjusted 33%.

Armed with some specific details, advisors can explain why the seductive option is both too good and too good to be true.

Paying down debt, downsizing and reducing spending are a few ways retirees can grow their finances.

With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.

Plans can quickly deteriorate as a result of poor planning and inaccurate assumptions about the future.

Establishing an S corporation would protect their profits from federal income taxes of more than 23.8%, an expert says.

Many pin the blame on stagnant or dwindling income, according to a new survey.

Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.

Clients often underutilize deductions for work-related technology purchases and travel expenses.

Contribution limits in a Roth IRA could shrink for couples after marriage.

Despite changes in the new law aimed at scrapping a penalty for most new couples, those from high-income households may owe more this year.

Under new rules, small business owners can offer their workers tax-free dollars to buy health coverage.

The rule can create significant tax savings, but in unskilled hands it can just shift the burden elsewhere.

The agency processed more of every major type of form during FY 2018 than during the prior year, with the exception of estate tax returns.

“Health care prices are increasing at levels that significantly exceed overall inflation,” an expert warns.

Capital gains tax rates are not just taxed at a single, more favorable, rate anymore.

Outperformance has been driven in part by a push among investors to cut their tax bills after new limits were set on state and local deductions.

The tax law has made deducting philanthropic contributions more difficult, but there are ways to help clients reap benefits from their generosity.

It’s not just clients in high-tax states buying up muni bonds.