Tax strategies

Portland, Oregon, may penalize higher earners more than any other large U.S. city, according to a new report.

More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.

The IRS's $80 billion in new funding means more scrutiny of higher earners.

The regulator's latest staff bulletin also calls on planners at hybrid firms to always be clear about if they're wearing their broker or advisor hat.

While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.

Four forms in particular contain insights to a client's financial life and how to serve them better. We explain them here.

From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.

Americans pay billions of dollars in taxes each year when draining their retirement plans as they change jobs. The "leakage" doesn't bode well for long-term savings, data shows.

A new Morningstar report says that tax benefits outstrip the appeal of creating and owning a bespoke basket of stocks.

This tax-code authorized technique allows clients to remove a personal residence from their estate at a significantly reduced gift tax cost.

Avoiding common mistakes when filing returns for wealthy clients and exploring Roth IRA conversions are among the key considerations for advisors and accountants this tax season.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

The 4% rule isn't the only option. Plus, one counterintuitive idea says retirees can live larger this year.

Contributions to 401(k)s and IRAs now can reduce your 2022 taxes soon due this filing season. Here's what advisors, many of whom can themselves benefit, need to know.

Affluent investors typically have more complicated financial lives and more ways to get things wrong when filing federal tax returns in 2023.

New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.

A new study found that opting for an in-state plan isn't always the best choice.

With 10 to 20 good working years left, financial advisors describe what their middle-aged clients are doing to get ready for a non-work life.