Tax planning

Seniors will have to pay income taxes on a certain portion of their benefits if their taxable income plus 50% of the benefits exceed a certain threshold.

This is your last chance to use a tax strategy that was unfairly demonized by some lawmakers during tax reform debates.

Think you’ve already optimized client portfolios? Think again.

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Some can expect an increase in their tax bill thanks to Social Security income taxes and higher Medicare premiums.

The business of supporting charitable giving has never been so profitable.

Certain clients may consider donating directly from their IRAs.

"It’s still a very sketchy area," one accounting professional says.

With the expenses no longer deductible, will clients ask for new planning options?

Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.

Those concerned about financial shortfalls in old age may want to consider selling their whole life policy. Here's how advisors can help.

Family offices saw a growth in returns last year fueled by soaring stock markets and private equity.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

Some senior clients might consider buying a quality supplemental insurance plan, according to a Morningstar expert.

The lack of guidance from the IRS makes it a daunting task.

High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.

Recent tax law changes make gifting from an IRA an even better bet.

Many older Americans are now facing hefty life insurance premiums due to dwindling interest rates. Many seniors are sitting on a "ticking time bomb."