Income taxes

Although funded with after tax dollars, what clients owe will be lower than the liability on traditional IRA withdrawals in retirement.

The added savings could be used to pay off student loans as well as increase mortgage payments and retirement plan contributions.

Claiming above-the-line tax write-offs doubles the standard deduction.

Financial planners report wide demand to learn how to exploit changes in the tax code.

Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.

The proposal includes changes in everything from the corporate tax rate to Obamacare.

The right strategy can help minimize their future estate taxes.

Some brokerage firms are concerned that the tax overhaul could spur their employee advisors to set up their own shops or switch firms to lower their tax bills.

“It would almost be irresponsible if you weren’t thinking about moving,” says Bruce McGuire, founder of the Connecticut Hedge Fund Association.

Retirement location "matters just as much to your tax bill as what you have,” an expert says.

Congress moved quickly to fulfill one of the GOP’s biggest and most long-awaited goals.

The first step is to account for any obligations or costs, an expert says.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Business owners with high business incomes ― who currently face a top rate of 39.6% ― are in for major tax relief, policy analysts said.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

Clients under 35 are the only age group with a negative savings rate. These tools can help them prepare.

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.

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.