Tax strategies

Help clients deploy their RMD funds to cover both expenses and taxes.

A close look at areas where the right action can lower your client's tax bill on investments. Plus: How clients can pay little or zero capital gains taxes, and tax tips for clients who are new parents.

Help clients deploy their RMD funds to cover both expenses and taxes.

With turbulent markets, clients may be rushing to buy gold. Here's how investing in the precious metal can improve on pretax and post-tax returns.

A slideshow of education-related tax opportunities

If you want to increase referrals in the long run, don’t always act in your own best interest in the short term, columnist Jonathan Clements says.

Eleven things you and your clients will want to start thinking about for next tax season.

Clients who own funds that invest in master limited partnerships need to know how tax records impact performance over time. Plus, muni bonds' find renewed popularity with clients.

"The more investments and account types a client has, the more complicated their tax picture can become. Add to that the variations between state and federal tax laws, and the complexity increases further," says Greg Steiger, manager of retirement income planning at RBC.

Retired couples may qualify for untaxed dividend income and long-term gains.

How a client can save on taxes by employing their children. Plus, helping clients take advantage of education tax benefits, and maintaining tax-efficient retirement portfolios.

Children receiving gift money may face a kiddie tax. Plus, the best investment accounts for paying off a client's mortgage, and including income from hobbies in a client's returns.

Deferred–tax retirement accounts’ required mandatory distributions might prompt this unwelcome scenario.

The speed of converting funds from a traditional to a Roth IRA depends on the tax implications, as well as the client’s age, health, need of funds and estate planning considerations.

Advisors and their clients may be rewarded for not joining the flight from tax-exempt bonds.

Delaying retirement and staying in their current job may be the key for clients looking to bolster retirement savings.

How advisors can minimize the impact of the recent market slide for their clients. Plus, learn how Social Security spousal benefits can increase your client's taxes.

Ways to cut your client's taxes on Social Security benefits. Plus, guidance for reducing a client's tax burden on highly appreciated land, and avoiding IRS penalties and double taxation when contributing too much to retirement accounts.

An inherited IRA partly financed with nondeductible contributions requires careful record keeping. Plus, how tax deferrals promise millennials a great retirement.

A federal appeals court has reversed a Tax Court decision in favor of an unmarried couple, finding the mortgage debt limit provision in the Tax Code applies on a per-taxpayer basis and allowing each of them to deduct mortgage interest up to the $1.1 million limit.