Tax planning

Self-directed IRAs can provide solid returns and tax protection.

Clients who intend to name minor children as beneficiaries of their IRAs should take taxes into consideration before making a decision.

Here’s what to tell your clients about investing in marijuana.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

Become a go-to source for philanthropic clients, and your practice could grow.

There are drawbacks to a new law designed to help disaster victims access their retirement funds early without penalty.

Taxpayers face a penalty known as an individual shared responsibility payment if they do not comply, IRS says.

Experts say 18-to-36-year-olds should take advantage of workplace 401(k) and Roth IRA tax benefits now and shop around for the best savings rates later.

New solutions offer plenty of features but lack focus.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.

Five ways to build a successful charitable planning practice.

The number of health savings accounts has increased 16% over the past year, and assets now exceed $40 billion.

The federal exemption does not cancel out key planning matters affecting everyone at death.

Clients could save significant money when they need it most.

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.

Retirees can change their Part D prescription-drug plans, Advantage plans, and/or switch from traditional Medicare to Medicare Advantage during open enrollment, which ends December 7.

Borrowing against the value of one’s 401(k) is a great way to ride out a low-yield environment, right? Think again.

The strategy delivers good returns while addressing clients’ fears, if executed properly.

The right debt strategy can help clients make better decisions with capital allocations.

Despite a sales dropoff, experts forecast growth from product innovation and latent demand.