Tax strategies

Voices: Separately managed accounts allow clients to invest in line with personal values, while also offering customization and tax advantages over mutual funds and ETFs.

There’s room for improvement in investors’ approach to tax planning. Only 29% of those surveyed pay attention to the impact of taxes on their investments.

Strategies for writing off investment costs; plus knowing the taxes and penalties on Roth IRA withdrawals and tax breaks for college students.

Complications when using IRA investments to hold master limited partnerships; plus, minimizing taxes when clients are no longer on the payroll, and a smart RMD investment strategy.

A retirement trust used as the beneficiary for IRAs can ensure clients leave enough behind for their kids.

Clients who saw a drop in value after converting an IRA to a Roth in 2015 may want to try these do-overs, which may trim their taxes. Plus, tips for millennials and some surprising deductions.

Mineral rights can be lucrative... until the oil or gas runs out or prices plunge. Here’s how one firm helps clients manage these challenging assets.

The service shares the 12 most egregious tax scams of the year.

Need liquidity but hate the tax bite? Pitfalls to avoid with taxable accounts. Plus, crazy-but-legitimate deductions, and how to approach charitable donations.

Despite counterparty risk, these vehicles feature tax benefits for clients that ETFs don't.

Only 25% of retirement savers who qualify for this tax credit are familiar with it, according to a new survey; plus, the two best ways to structure a QLAC.

What clients with college loans need to know to save on their taxes; plus, tips for expat clients filing with the IRS, and knowing the details behind local and state tax deductions.

Asset location in three simple steps, according to Jefferson National’s Thomas Quinn

You could tell clients to move to another state to avoid a $1.2M tax bill. Or you could suggest a domestic asset protection trust instead.

Strategies for lowering taxes for aging clients; plus, why your clients shouldn't harvest losses from IRAs, and the states with the lowest and highest taxes on gas.

The weird, the oddball and the most far fetched tax deductions clients have tried to take on their returns.

A recent tax law creates a permanent 100% tax exclusion on capital gains from C corporations.

Buybacks and dividends each have their benefits for clients. Plus: Five ways to make money off market volatility, and when to start growing Roth IRAs.

Advisors dish on clients who tried to game the system a little too aggressively.

Clients looking to retire may want to consider relocating to these states to save on taxes. Plus: when it's ok to claim legal expenses, and why filing without receipts may be the new norm.