Tax strategies

If clients tap their Roth accounts at the wrong time, even after retirement, they could lose out on some potential tax benefits.

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

The agency says its adoption of WebEx will allow for improved outreach with clients in the more rural regions of the country.

The right strategy can save clients thousands of dollars, although the options are complicated.

Only 3% of households earning under $50,000 a year benefitted from the mortgage interest tax deduction.

Retirement investors can use their loss carryforward to write off the taxes triggered by a Roth IRA conversion.

With smaller paychecks and longer life expectancies than men, one strategy includes moving their IRA assets into a Roth to reap the tax advantages.

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

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.