Tax planning

Clients should not assume that Medicare will cover all their medical expenses, or that they'll see a decrease in their expenses after they retire.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

Some consumer advocates worry that this will negatively affect small businesses and middle- and low-income Americans.

The president looks to fulfill a key promise from his campaign.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

Here’s how advisors are replacing traditional methods.

Less than $5 million in gross receipts during a five-year period and qualified R&D expenses are required.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Clients could face a 100% penalty of taxes owed for filing late.

Have advisors learned nothing from the 2008 crash?

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

These funds can affordably provide clients with REIT exposure.

Details matter, explains an expert, like where their boat is docked.

Clients under 35 are the only age group with a negative savings rate. These tools can help them prepare.

Health savings accounts have soared in popularity, but providers are adding layers of fees.

Early withdrawals from employer-sponsored plans can derail retirement, but may be necessary.

The pension fund wants to outsource some or all of its $26.2 billion in private equity investments with the money manager, people close to the matter said.

For many, walking away from their firm is ‘like selling their baby.’