Tax strategies

The right strategy can put them “in the 0% tax bracket,” an expert writes.

Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.

Battles will ensue over the Trump tax plan’s treatment of payments to former spouses.

Although smaller companies could be volatile, those that pay dividends tend to be more mature and profitable.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

Homebuyers are most likely to slow their purchases or stay on course if mortgage rates rise above a certain benchmark, but some could act more quickly or drop out.

After stellar performance in a hectic decade, advisors home in on these funds.

The law has numerous income tax consequences for individuals and businesses.

As long as their earnings won't exceed the limit set by the Social Security Administration, they will not lose their benefits.

Claiming above-the-line tax write-offs doubles the standard deduction.

What some clients tried to claim on their tax returns shows they often don't know much about accounting.

The products exceeded their previous monthly flows record by nearly 30%.

Securities Service Network is entering a space usually regarded in the industry as the specialty of HD Vest and 1st Global.

A more comprehensive approach to low-cost investing could save thousands for retirement age clients.

What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.

Personal income is not subject to state taxes in Alaska, Florida and five other states, while 31 states do not impose taxes on Social Security benefits.

Bonus depreciation, Section 179, interest and loss limitations — what does it all mean?

Despite questions about the hastily cobbled legislation, there's some consensus as to what advisors and their clients can do now to avoid unpleasant surprises.

The new law will affect how financial advisors and clients evaluate the pros and cons.