Tax strategies

Wealthy families can enjoy a $2,000-per-child break with the expansion of the child tax

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

Clients may be tempted by the income from low-grade securities, but careful research is in order.

For wealthy people, Uncle Sam is a major challenge to asset growth.

While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.

The upfront tax benefits are undeniable, but that doesn’t necessarily help business owners in the long run.

Taxpayers won’t get big federal write-off above state credit.

Many single baby boomers opt to stay put in retirement because they have no children who would advise them to move to an assisted living or continuous care community.

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Despite the increase, the figure still represents a small percentage of the 16.1 million accounts that the company manages.

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.