Tax strategies

Four key features of the program hinge on reaching full retirement age.

The right strategies can make all the difference for advisers.

Three index funds may be all clients need. But that's rarely what they end up with.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.

A new line of mutual funds can help retirees manage their RMDs – which many fail to take – and avoid the hefty penalty.

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.

Here’s what advisers should know about this increasingly available option, so they can help clients make the most educated choice.

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.

Most fortunes disappear by the time grandchildren have taken control.

So-called reverse mortgages present a number of appealing features for borrowers — and a number of confounding tax implications, Michael Kitces writes.

Here’s one reason why beneficiaries should consider setting up a life estate.

10 planning strategies from analysts and experts.

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.

From health care expenses to taxes, how planners can help clients strategize.

Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.

Advisers with their own practices would see their tax rates cut to 15% under the new proposal.