Tax strategies

The federal exemption does not cancel out key planning matters affecting everyone at death.

Clients could save significant money when they need it most.

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.

Retirees can change their Part D prescription-drug plans, Advantage plans, and/or switch from traditional Medicare to Medicare Advantage during open enrollment, which ends December 7.

Borrowing against the value of one’s 401(k) is a great way to ride out a low-yield environment, right? Think again.

The strategy delivers good returns while addressing clients’ fears, if executed properly.

The right debt strategy can help clients make better decisions with capital allocations.

Despite a sales dropoff, experts forecast growth from product innovation and latent demand.

Clients should not assume that Medicare will cover all their medical expenses, or that they'll see a decrease in their expenses after they retire.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.