Tax strategies

With the expenses no longer deductible, will clients ask for new planning options?

Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.

Those concerned about financial shortfalls in old age may want to consider selling their whole life policy. Here's how advisors can help.

Family offices saw a growth in returns last year fueled by soaring stock markets and private equity.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

Some senior clients might consider buying a quality supplemental insurance plan, according to a Morningstar expert.

The lack of guidance from the IRS makes it a daunting task.

High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.

Recent tax law changes make gifting from an IRA an even better bet.