Tax strategies

Cuts in Medicaid could prove disastrous for low-income retirees who rely on the program for nursing home care, experts say.

The earlier they begin planning, the easier it'll be to avoid a big tax hit.

Blucora’s wealth management unit is transforming while showing some impressive results. But is the firm moving too fast?

Capital gains tax rates are not just taxed at a single, more favorable, rate anymore.

New legislation that aims to give workers greater opportunities to save may put the kibosh on a strategy for passing large individual retirement accounts to heirs.

The average expense ratio among the top-performers is 40 basis points higher than the average.

They’re rare, but terrifying. Bear these points in mind when you or your clients face a tax exam.

The IBD's advisors can expect new technology and product offerings, says David Knoch.

Annuities with guaranteed lifetime withdrawal benefits tout longevity protection, but naysayers warn of added complexity on an already confusing instrument.