Tax planning

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.’

Each pre-retiree couple is in a unique circumstance, and needs to account for their health and longevity, as well as their willingness and ability to work.

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.

Advisors must be prepared with tax and planning strategies to help when clients fall ill.

Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

The agency will allow some Texas residents to file certain individual and business tax returns and make some tax payments as late as Jan. 31.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

Certain laws may require them to maintain the coverage with their former spouse.

Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.