Tax planning

A Simple Way to Shrink Taxes; A trust protects a doctor’s office project; Investors should address aggressive corporate tax planning.

The deal with Joseph Capital Management gives Modera a Florida presence plus tax and technology expertise.

The IRS is offering a free online program to help teachers, students and others who may be interested learn the "hows" and "whys" of taxes.

What you need to know about IRAs and trusts; The easy solution to our retirement savings crisis; Prepare to retire with a gift annuity

Private equity is coming to a 401(k) near you; How different types of retirement income are taxed; Navigating the complex world of 401(k) fees

Collecting Social Security benefits on your ex-spouse's record; No need to worry about Social Security; How a mini-retirement can rejuvenate your career

A new report shows that auditors of brokers-dealers who were inspected last year continued to have a high number of problems with independence and audit deficiencies.

Do retirees take the right amount of risk?; An overlooked vehicle for retirement savings; People don't realize they have self-directed brokerage accounts

The IRS and the Treasury Inspector General for Tax Administration said taxpayers have received unsolicited calls from individuals demanding payment and fraudulently claiming to be from the IRS.

Persistence angle adds to active-passive debate; Best ways to snag a job in retirement; Are you as healthy as your 401(k)?

Stocks with significant yields can offer upside potential plus tax advantages at all ages and income levels.

Is the American dream still alive; Social Security earnings test is not a tax; How to manage health care costs

Advisors warn despite the appeal of quarterly income from energy MLPs, retired clients should proceed with caution because these investments usually make tax-sense only with long-term commitments.

With retirement-aged couples divorcing with ever more frequency, financial planners should be ready to help recently divorced clients adjust their plans for retirement.

The 1% is literally rich beyond measure, depriving nations of billions in tax revenue and obscuring shifts in global inequality.

Planners are facing another competitive attack. Previous threats made the profession stronger - will that happen this time?

Using multiple accounts for a Roth IRA conversion gives clients a chance to separate winners and losers after the fact.

6 ways new tax law benefits sustainable retirement; Who has the best retirement plan; Avoid rollovers of IRA CDs

The U.S. Supreme Court has limited bankruptcy protection for inherited IRAs. Here's how you can continue to take care of clients' hard-earned legacies.

Tax planning comes in many forms for retirees; Habits of successful retirement savers; Saving for the future while enjoying life now