Tax strategies

Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.

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.

Save clients big headaches by being aware of these RMD-related errors.

If you raise rates on the rich, will you lose them to other states? A study of 45 million IRS records suggests it doesn’t work that way.

A twist on benefits that can help UHNW clients win big estate tax savings and flexibility.

Help IRA holders predict — even reduce — future tax rates.

Help IRA holders predict — even reduce — future tax rates.

These methods can help you build client portfolios while also reducing tax costs

The best way to cut the tax bill is to pull from a variety of income sources.

The best way to cut the tax bill is to pull from a variety of income sources.