Tax strategies

Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.

Advisors may need to alert clients as to when these checks will be taxable.

With the net unrealized appreciation, workers can roll some employer stock into a taxable brokerage plan.

From surcharge brackets to prescription drug plans, advisors need to understand how Medicare works.

Advisors may be able to shift taxable income and potentially save on employment taxes, as well.

Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.

Some cryptocurrency investors are receiving a new round of letters from the IRS telling them that their federal tax returns don’t match the information received from virtual currency exchanges, a new front in the agency’s burgeoning scrutiny of the industry.

Clients are advised to consider delaying their Social Security benefits, as up to 85% will be subject to income taxes, an expert says.

Ten issues taxpayers and their advisors should be paying attention to right now.

More than 10,000 cryptocurrency investors received open letters from the IRS informing them that they may owe taxes on their digital holdings.