Tax strategies

Deferred–tax retirement accounts’ required mandatory distributions might prompt this unwelcome scenario.

The speed of converting funds from a traditional to a Roth IRA depends on the tax implications, as well as the client’s age, health, need of funds and estate planning considerations.

Advisors and their clients may be rewarded for not joining the flight from tax-exempt bonds.

Delaying retirement and staying in their current job may be the key for clients looking to bolster retirement savings.

How advisors can minimize the impact of the recent market slide for their clients. Plus, learn how Social Security spousal benefits can increase your client's taxes.

Ways to cut your client's taxes on Social Security benefits. Plus, guidance for reducing a client's tax burden on highly appreciated land, and avoiding IRS penalties and double taxation when contributing too much to retirement accounts.

An inherited IRA partly financed with nondeductible contributions requires careful record keeping. Plus, how tax deferrals promise millennials a great retirement.

A federal appeals court has reversed a Tax Court decision in favor of an unmarried couple, finding the mortgage debt limit provision in the Tax Code applies on a per-taxpayer basis and allowing each of them to deduct mortgage interest up to the $1.1 million limit.

Hillary Clinton has rolled out a plan to make college affordable that her presidential campaign has dubbed the New College Compact, enabling students to pay for higher education without taking out costly student loans.

The IRS is warning tax preparers that clients who fail to file their tax returns for last year run the risk of missing out next year on advance payments of the premium tax credit for health insurance under the Affordable Care Act.