Tax strategies

There are limits to how much clients can contribute — exceeding these thresholds can result in costly penalties.

Retirees can hear different perspectives from other patients and learn more about their medical conditions.

Instead of hand-wringing over its future, advisers and clients can consider this solution.

It's not too late to help clients improve their tax situation for 2016 and beyond.

The benefit will be reduced if her husband dies before she turns 66. But if his death occurs after she reaches her FRA, she'll be able to collect his full retirement benefit.

How clients can take advantage of this approach to managing their wealth after death, even if President-elect Trump enacts his proposed reforms. Plus, juicy deductions that come with owning a car and a smart portfolio trick to consider after this year's monster bull market.

Advisers should consider possible policy changes in planning discussions.

Here's how clients can boost their returns before the president-elect enacts the reforms he's promised.

A 7.3% hike warrants attention, and advisers can help ease the transition.

Given how dysfunctional many families are during a crisis, a lack of coordination of agents can sow even more financial confusion, and even conflict.

Have a meaningful conversation with clients about year-end strategies that factor in potential changes in taxation.

A planner's guide on what clients should do before and after the president-elect takes office. Plus, why the timing may be right for the "beaten-stock" strategy and getting to know the most-overlooked deductions.

High-net-worth clients can be baffled by a number of trust vehicles that minimize the tax liability on IRAs. Here’s how advisers can guide them.

Blucora's deal with Legg Mason's Financial Guard shows a way for robo advice providers to stand out in a crowded market.

Fifteen tax planning tips from analysts and industry experts advisers may consider in 2017.

An adviser's strategy puts a distribution to work to potentially lower what clients owe the government for their IRAs and Social Security income. Plus, momentum investing is tempting again (just watch out for the capital gains expense), and a look at the efficiency and payoffs of preferred stocks.

Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to create an estate plan.

Advisers are already prepping clients for sweeping changes coming under President-elect Trump's administration next year.

A unique structure that allows a client some income tax benefits, while also excluding trust assets from an estate.

The Republican's hostility to all things Obama sets the stage for dramatic departures on financial regulation.