Tax planning

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

The IRS has partially withdrawn some of the rules it had earlier proposed on limiting rollovers from individual retirement arrangements.

Long-term gains on some gold investments can be surprisingly high, under the rules for collectibles.

Long-term gains on some gold investments can be surprisingly high, under the rules for collectibles.

Long-term gains on some gold investments can be surprisingly high, under the rules for collectibles.

High-risk behaviors put investments at risk; Theme songs for retirement; Right (and wrong) questions for clients

The IRS is about to get an unprecedented look at bank accounts and investments U.S. citizens hold abroad, through a law that is making it harder to hide assets from the tax collector.

Accountants may have some concerns about forming an alliance with you. Be sure that you can understand and address their fears.

Bill and Hillary Clinton have long supported an estate tax to prevent the U.S. from being dominated by inherited wealth. That doesn’t mean they want to pay it.

Our IRA expert looks at what happens to required minimum distributions the recipient of an inherited IRA.

The IRS has issued final regulations that modify the standards governing written tax advice and update related provisions.