Philanthropy

Clients should claim their retirement benefits only when other taxable income sources are used up, as their benefits could be taxed if their taxable earnings reach a certain threshold.

Contributions and grants have recently reached record highs.

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

When it comes to planning, hitting financial goals is only part of the story.

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

The robo advisor adds a longstanding tax strategy to its offerings.

While contribution limits are expected to remain untouched, the country is still facing a retirement crisis, one expert says.

Become a go-to source for philanthropic clients, and your practice could grow.

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