Tax strategies

Clients may be compelled to sell their shares as nearly 90% of the products have experienced losses this year.

Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.

Although the rules have become more lenient, high-income clients must not be complacent.

Debt among 65-year-olds has increased by 48% between 2003 and 2015, according to research by the Federal Reserve Bank of New York.

At least $20 trillion of new financial wealth will be created over the next five years.

Salary-reduction arrangements can exclude up to $520 each month from a client’s taxable income to cover these expenses.

Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.

After the Fed raised rates, many market participants with fixed-income-heavy investment mixes are wondering what a period of rising interest rates could mean for their portfolios.

Municipal bonds can be a more lucrative option for some retirement savers than comparable, higher-yielding bonds.

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?