Tax planning

Surviving spouses will either receive their own Social Security benefit or the survivor's benefit, whichever is higher. But they also may get pushed to a higher tax bracket, which. in turn, could mean higher taxes on Social Security benefits.

If clients tap their Roth accounts at the wrong time, even after retirement, they could lose out on some potential tax benefits.

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

The agency says its adoption of WebEx will allow for improved outreach with clients in the more rural regions of the country.

The right strategy can save clients thousands of dollars, although the options are complicated.

Only 3% of households earning under $50,000 a year benefitted from the mortgage interest tax deduction.

Retirement investors can use their loss carryforward to write off the taxes triggered by a Roth IRA conversion.

With smaller paychecks and longer life expectancies than men, one strategy includes moving their IRA assets into a Roth to reap the tax advantages.

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

Four key features of the program hinge on reaching full retirement age.

The right strategies can make all the difference for advisers.

Three index funds may be all clients need. But that's rarely what they end up with.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.

Here’s what advisers should know about this increasingly available option, so they can help clients make the most educated choice.

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.

Most fortunes disappear by the time grandchildren have taken control.

So-called reverse mortgages present a number of appealing features for borrowers — and a number of confounding tax implications, Michael Kitces writes.