Tax strategies

Rich professionals have found a new way to bypass income limits created by Congress.

Divorced women are more financially prepared for retirement than their single, never-married counterparts because they are more likely to secure their marital home after the separation.

A big difference in fees may not be enough to offset taxes on capital gains.

States with unfunded public employee retirement obligations will have to rely on real estate property as their ultimate collateral to deal with the risk.

Not all vehicles are created equal — and for high earners in particular, the conventional wisdom may not apply.

Couples born many years apart need extra guidance as they prepare for their post-work lives.

Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.

Blucora CEO John Clendening says the cuts to head count should taper off by next year, when the firm will have dropped as many as 1,000 reps in 16 months.

Retirees between the ages 59½ and 70½ should consider the Roth IRA conversion strategy, an expert says.

A 34-year old broker with high-net-worth tax specialty signs with Dynasty.