Tax rates

Think you’ve already optimized client portfolios? Think again.

Although funded with after tax dollars, what clients owe will be lower than the liability on traditional IRA withdrawals in retirement.

Advisors should keep a close eye on these provisions, Dave Grant says.

A quick look inside the proposed Tax Cuts and Jobs Act.

Expect the bonds versus stocks pendulum to swing anew.

Confusion among affluent taxpayers could lead to new ways to help clients.

"The uncertainty is often more stressful than the reality" when it comes to planning for a change in administration.