Tax strategies

A little-known feature of RMD tax withholdings could help minimize a client's effective tax burden. Not all financial advisors are on board with the strategy.

From "super catch-ups" to the saver's match to "Rothification," 2025 looks to be a bumpy year for retirement nest eggs.

Veterans of the dot-com bubble of the late '90s, the early 2000s recession, the 2008 financial crisis and COVID-19 shutdown of 2020 say the more things change, the more things stay the same.

As Donald Trump's policies rattle the economy, partisan identities are driving investors toward very different outlooks on the stock market.

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.

The pooled private investment funds diversify instantly while deferring capital gains taxes indefinitely.

A change to Social Security will impact millions of beneficiaries. Here's what financial advisors need to know.

The move can help boost income, but financial advisors say it can also bring unintended Social Security consequences.

One of the marquee annual events of the wealth management industry, the Technology Tools for Today (T3) Conference is scheduled for March in Dallas.

President Donald Trump outlined his tax priorities in a meeting with Republican lawmakers, including expanding the state and local tax deduction.

Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm apart.

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.

As we enter the beginning of 2025, bonus depreciation continues to leverage down as more portions of the Tax Cuts and Jobs Act expire.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.

Consider this host of strategies to help clients keep more of what they earn.

Several effective, tax-efficient strategies are available to those who take the time to be strategic and do their homework to maximize their generosity.

The essential IRS rules regarding the downsides — and potential benefits — of earning extra cash on the side.

The long efforts to put in place the enforcement mechanisms to attack syndicated conservation easements appear to at last be finalized.