Tax strategies

What the next generation of tech innovation means for planners.

Financial planners report wide demand to learn how to exploit changes in the tax code.

If clients miss an RMD, they will be subject to a penalty equal to half the amount they should have taken, and they'll still owe ordinary income taxes on distributions.

Personal exemptions may be lost but households can expect higher savings from the child tax credit, an advisor says.

Geography, occupation and family size will determine whether the bill helps or hurts.

The proposal includes changes in everything from the corporate tax rate to Obamacare.

Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.

The revised GOP tax bill lets investors keep the flexibility to sell whichever shares they want.

Advisors have gotten caught in the crossfire: politicians have errantly assumed that 100% of advisory firm earnings are wage compensation .

Clients ask: "Will I run out of money?" Here’s how planners can confidently tell them "no." Like every approach, however, there are a few drawbacks.

The robo advisor is relying on behavioral insights to develop more personalized offerings as advice like Amazon's Alexa seeps into wealth management.

Firms with over $250 million in AUM are unbundling more service offerings, a new study shows.

A relatively new approach for measuring savers’ progress toward goals is gaining steam, but it’s not without its imperfections.

Advisors say it’s never too early to start saving for college.

Breakaway uncertainty is forcing the RIA to re-evaluate its growth strategies.

While clients cannot determine their health care expenses and taxes in retirement, they can improve their prospects by minimizing investment fees and diversifying their portfolios.

The proposed overhaul may severely limit investors’ ability to minimize capital gains on stock.

While there’s no fail-safe method for modeling the costs, a popular calculation may significantly under- or overstate the burden of tuition, room and board, Kitces.com research associate Derek Tharp writes.

Clients should consider tax breaks such as education expenses, mortgage interest payment and small business costs.

Advisors should keep a close eye on these provisions, Dave Grant says.