Tax strategies

Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.

Spousal benefits and survivor benefits appear very similar, but scratch a little deeper you’ll find a tangle of regulations and features. Here’s how to unwind them.

The strategy raises tricky tax reporting and regulatory questions.

Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.

MLPs deliver returns and may help lower payments to the IRS. Plus, the costs of age-related milestones and ETFs.

One approach enables clients retiring with large positions of highly appreciated company stock in their 401(k) accounts to save thousands on taxes.

Advisers also noted a dip in their clients’ retirement savings activity after the tax filing deadline passed.

Advisers can use these strategies to help clients get through a marital split, says BNY Mellon wealth strategist Justin Miller.

A NING trust can provide significant savings and help clients avoid gift tax ramifications.

How a bundle of joy can reduce your client's IRS payment. Plus, the benefits of charitable remainder trusts and 20 common investing mistakes.