Tax strategies

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

Ten issues taxpayers and their advisors should be paying attention to right now.

More than 10,000 cryptocurrency investors received open letters from the IRS informing them that they may owe taxes on their digital holdings.

Taxpayers are advised to thoroughly review their tax withholding to ensure there is enough to cover their 2019 bills.

HD Vest's parent displayed the growth coming from the acquisition of its former rival.

Contribution limits in a Roth IRA could shrink for couples after marriage.

After a booking error by an advisor, a client barely avoided being taxed on $500,000 and dodged more than $200,000 in taxes and penalties.

Over the last four decades, the average income of retiree households significantly outpaced those still in the workforce.

Clients “want to participate, they want to co-create,” In|Vest conference attendees are told.

They may look good on paper, but such investments also come with thorny challenges.