Tax planning

The IRS has partially withdrawn some of the rules it had earlier proposed on limiting rollovers from individual retirement arrangements.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

In an amicable divorce, advisor Lilli Vasileff's job is simple. But if one spouse is trying to hide assets, the work gets much more complicated.

For advisors, there are significant non-portfolio issues to consider when interest rates finally increase.

Frequently overlooked as a wealth management planning tool, IRS Form 1040 is the best potential tool for delivering integrated tax and investing advice.

U.S. taxpayers have sharply contrasting opinions on the fairness of the various taxes they have to pay, according to a new survey.

As pensions for retirees grow scarce, tax-free Roth IRAs increasingly provide cash flow to fill the gap.

As pensions for retirees grow scarce, tax-free Roth IRAs increasingly provide cash flow to fill the gap.

Some assets work best in a tax-advantaged retirement plan while others belong in a taxable account.

Some assets work best in a tax-advantaged retirement plan while others belong in a taxable account.

An active tax indexing strategy enables clients with big holdings in their employers' stock to maintain the portfolio's risk positioning and reduce the tax pain.

An active tax indexing strategy enables clients with big holdings in their employers' stock to maintain the portfolio's risk positioning and reduce the tax pain.