Tax planning

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."

As college debt rises, borrowers want different perks from their employers.

But the benefits are not evenly distributed among taxpayers.

These loans can be a good option in some cases, but they're not a cheap way to borrow money so senior citizens with good credit may have cheaper alternatives.

The No. 1 IBD drew in a team composed of both CPAs and advisors.

Tax planning is part of financial planning — but pay attention to the terms of your partnership.

Under the new tax law, the tax on children’s investments and unearned income could end up costing a pretty penny.

Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.

As the IRS steps up its scrutiny of virtual currency, reporting the transactions correctly is essential.

One way to avoid the additional burden is to take advantage of tax-deferred retirement accounts.

Helping clients navigate the complexities of tax reform is even more of a priority.