Tax strategies

Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.

Blucora CEO John Clendening says the cuts to head count should taper off by next year, when the firm will have dropped as many as 1,000 reps in 16 months.

Retirees between the ages 59½ and 70½ should consider the Roth IRA conversion strategy, an expert says.

A 34-year old broker with high-net-worth tax specialty signs with Dynasty.

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.

Both are structured to last a long time — sometimes forever. But beware of one-size-fits-all approaches.

Mapping out their cash flow and identifying existing and potential problem areas are good places to start.

Instead of making quarterly tax payments, retirees have the option of having the payments withheld from their Social Security and pension benefits.

In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.

Certain clients will have to take a taxable distribution from the account every year.