Tax regulations

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

The last time the percentage was greater was when the S&P 500 was near its previous peak before the financial crisis.

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

Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.

A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.

Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.

Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.

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

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.