Tax strategies

Nearly three in four defer medical treatment, get suboptimal care to avoid deductibles or skip appointments to sidestep a bill.

Chances are high that one or both parents who have left the workforce ahead of their full retirement age are still working out of necessity.

Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.

Advisors may need to alert clients as to when these checks will be taxable.

With the net unrealized appreciation, workers can roll some employer stock into a taxable brokerage plan.

From surcharge brackets to prescription drug plans, advisors need to understand how Medicare works.

Advisors may be able to shift taxable income and potentially save on employment taxes, as well.

Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.

Some cryptocurrency investors are receiving a new round of letters from the IRS telling them that their federal tax returns don’t match the information received from virtual currency exchanges, a new front in the agency’s burgeoning scrutiny of the industry.

Clients are advised to consider delaying their Social Security benefits, as up to 85% will be subject to income taxes, an expert says.