Tax strategies

Here’s what to tell your clients about investing in marijuana.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

Become a go-to source for philanthropic clients, and your practice could grow.

There are drawbacks to a new law designed to help disaster victims access their retirement funds early without penalty.

Taxpayers face a penalty known as an individual shared responsibility payment if they do not comply, IRS says.

Experts say 18-to-36-year-olds should take advantage of workplace 401(k) and Roth IRA tax benefits now and shop around for the best savings rates later.

New solutions offer plenty of features but lack focus.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.

Five ways to build a successful charitable planning practice.

The number of health savings accounts has increased 16% over the past year, and assets now exceed $40 billion.