Tax planning

The earlier they begin planning, the easier it'll be to avoid a big tax hit.

Blucora’s wealth management unit is transforming while showing some impressive results. But is the firm moving too fast?

Capital gains tax rates are not just taxed at a single, more favorable, rate anymore.

New legislation that aims to give workers greater opportunities to save may put the kibosh on a strategy for passing large individual retirement accounts to heirs.

The average expense ratio among the top-performers is 40 basis points higher than the average.

They’re rare, but terrifying. Bear these points in mind when you or your clients face a tax exam.

The IBD's advisors can expect new technology and product offerings, says David Knoch.

Annuities with guaranteed lifetime withdrawal benefits tout longevity protection, but naysayers warn of added complexity on an already confusing instrument.

There are still several moves that clients can make to reduce their 2018 tax bill.

Errors are regrettably common. They are also easily avoidable.

New innovations increase participation by making it easier to save and invest for retirement, an expert says.

This interactive tool challenges conventional wisdom about planning for retirement and offers a smart and streamlined way to plan for your future.

The Treasury and IRS are lowering the withholding underpayment threshold to 80%.

More than 130 survivors of a devastating California wildfire have received pro bono planning services that helped them begin to reassemble their lives.

Should advisor retention go as planned, Blucora's agreement to purchase the firm would boost its IBD headcount to 4,500 reps.

The tax law has made deducting philanthropic contributions more difficult, but there are ways to help clients reap benefits from their generosity.

The U.S. is one of the few countries that doesn’t have paid family leave, and it can cause families hardship around the time of a birth, says an expert.

Changing filing statuses and maxing out deductible contributions to IRAs and HSAs are some ways clients received bigger reimbursements.

It’s one of the most consequential — and misunderstood — concepts for clients with properties in more than one state. Where should they call home?