Tax strategies

How millennial clients can get more out of their tax returns; plus, a $1 million tax credit clients aren't taking advantage of, and comparing Roth IRAs to deferred comp.

A tax break for retired clients who donate IRA assets to qualified charities. Plus, knowing how annuities are taxed for better returns, and strategies for deducting long-term senior care expenses.

There are various ways to buy a call option on the S&P 500, and each has its own taxation structure.

Voices: Separately managed accounts allow clients to invest in line with personal values, while also offering customization and tax advantages over mutual funds and ETFs.

There’s room for improvement in investors’ approach to tax planning. Only 29% of those surveyed pay attention to the impact of taxes on their investments.

Strategies for writing off investment costs; plus knowing the taxes and penalties on Roth IRA withdrawals and tax breaks for college students.

Complications when using IRA investments to hold master limited partnerships; plus, minimizing taxes when clients are no longer on the payroll, and a smart RMD investment strategy.

A retirement trust used as the beneficiary for IRAs can ensure clients leave enough behind for their kids.

Clients who saw a drop in value after converting an IRA to a Roth in 2015 may want to try these do-overs, which may trim their taxes. Plus, tips for millennials and some surprising deductions.

Mineral rights can be lucrative... until the oil or gas runs out or prices plunge. Here’s how one firm helps clients manage these challenging assets.