Munis

Data reported by the Investment Company Institute.

Nov. 13: Planners behind the curve may lose out on productivity and quality of service offered to clients.

The House GOP bill would limit the deductibility of property taxes to $10,000 annually.

For firms recruiting planners or students making a career choice, check out our annual listing of CFP Board-certified degree programs.

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

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

The holdings in each of the three new offerings are rated A to BBB.

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.

Data reported by the Investment Company Institute.