Tax strategies

Digital assets are an increasingly important, yet overlooked, part of a client’s profile.

Helping clients navigate the complexities of tax reform is even more of a priority.

Clients approaching or already in retirement should be a risk manager who focuses on risk tolerance.

The longest bull run in American history makes this environment an opportune one to cash out equity positions.

Computer algorithms could increase portfolio returns by whole percentage points.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.

Why these are more inviting under the new tax law.

Clients preparing for a life-altering event — such as marriage, divorce or a new baby — are advised to start getting their paperwork in order.

IRS rules allow clients in certain circumstances to tap their retirement accounts before the age of 59 1/2 without a 10% penalty. But this still should be considered a last resort, an expert says.

Even though the program was created by a large multinational corporation, companies of all sizes could utilize this approach.

The guideline used a specific set of assumptions: a retirement lasting 30 years with savings in a tax-deferred account and nothing left for heirs. Change just one and your “safe” withdrawal rate may differ.

Use these best practices to maximize savings for clients' kids — from birth to college graduation.

Clients only get to reap the rewards of returns after investment expenses are paid.

Use this checklist to help clients avoid the bill from surprise capital gains distributions.

Retirees will owe taxes for up to 85% of their Social Security benefits if their adjusted gross income plus nontaxable interest exceed a certain threshold.

Why these are more inviting under the new tax law.

A long-term approach to owning individual bonds is rewarded with both greater yield and safety.

Here's how to make the most of high-net-worth clients' charitable nature.