Tax strategy scan

If clients tap their Roth accounts at the wrong time, even after retirement, they could lose out on some potential tax benefits.

The agency says its adoption of WebEx will allow for improved outreach with clients in the more rural regions of the country.

Only 3% of households earning under $50,000 a year benefitted from the mortgage interest tax deduction.

With smaller paychecks and longer life expectancies than men, one strategy includes moving their IRA assets into a Roth to reap the tax advantages.

Here’s how receiving investments on a stepped-up cost basis can save a client’s inheritance.

Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.

Beneficiaries owe no federal tax on collected payouts after the policyholder dies.

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.