Tax strategies

Most Republicans support killing the estate tax as part of a tax overhaul, but doing so could have dire consequences.

IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.

Advisors must be prepared with tax and planning strategies to help when clients fall ill.

The Internal Revenue Service granted additional relief to victims of Hurricane Harvey on Wednesday by making it easier for 401(k)s and other employer-sponsored retirement plans to give loans and hardship distributions to aid victims.

Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

The agency will allow some Texas residents to file certain individual and business tax returns and make some tax payments as late as Jan. 31.

These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

Certain laws may require them to maintain the coverage with their former spouse.

Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.

What clients don’t know could cost them hundreds of thousands of dollars.

These two accounts are both funded with money that has already been taxed, but there are still important differences that clients need to know.

Making excess withdrawals could result in taxes on the earnings and a hefty 10% penalty.

A checklist for advisors who have clients looking to launch a new business.

IRA investors should consider implementing a charitable lead annuity trust when converting some of their funds into Roth to mitigate the tax bite.

The withdrawals can be taken early in the year, late in the year or in installments throughout the year. Each approach has advantages to consider.

Congress may have a difficult time closing tax code loopholes that benefit households more than corporations, an expert suggests.

New bond ETFs from the firm use alternative weightings to chase "superior risk adjusted and total returns” compared with market-cap weighted products.