Tax strategies

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

Those who live abroad may be disappointed. Here’s why and how to prep them.

Clients shouldn't let their egos get in the way when making investment decisions. They will be better served with a dispassionate asset mix that's rebalanced annually, rather than making investing decisions "in purely personal terms."

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

Annual contribution limits for 401(k) plans have been raised to $18,500 this year, with catch-up contribution limits capped at $6,000.

Retirees will have to change the way they file taxes under the new tax law, including making two years' worth of charitable donations every other year to exceed the standard deduction and itemize.

Deciding between a home equity line of credit and cash out refinance mortgage has gotten more complicated following the recently passed tax overhaul.

Short interest on the largest ETF tracking the S&P 500 is the lowest level on record.

With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.

Convert property taxes into charitable donations? Sue the federal government? How officials in California, New York, New Jersey and Connecticut might fight new caps on state and local tax deductions.

The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.

While banks will likely benefit from the lower rate, the new law requires charges in the near-term.

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.

One strategy to enhance financial prospects is to get a part-time job via the gig economy.

The estate of Michael Jackson looks to have escaped a possibly hefty penalty for allegedly undervaluing the late singer’s assets.

“We’ve had tons and tons of interest from clients," one expert says.

Local jurisdictions in high-tax states are grappling with changes and headaches from the tax overhaul.

“The discussions we’re having now are, ‘Call your municipality and try to establish what your liability is. Call your mortgage holder,’” an advisor said.

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.