Tax

The average expense ratio among the top-performers is 40 basis points higher than the average.

They’re rare, but terrifying. Bear these points in mind when you or your clients face a tax exam.

Clients who owe the IRS should pay their taxes by April 15 even if they have already secured an extension.

The IBD's advisors can expect new technology and product offerings, says David Knoch.

Annuities with guaranteed lifetime withdrawal benefits tout longevity protection, but naysayers warn of added complexity on an already confusing instrument.

There are still several moves that clients can make to reduce their 2018 tax bill.

Errors are regrettably common. They are also easily avoidable.

New innovations increase participation by making it easier to save and invest for retirement, an expert says.

This interactive tool challenges conventional wisdom about planning for retirement and offers a smart and streamlined way to plan for your future.

The Treasury and IRS are lowering the withholding underpayment threshold to 80%.

A higher standard deduction makes itemizing deductions less valuable.

More than 130 survivors of a devastating California wildfire have received pro bono planning services that helped them begin to reassemble their lives.

Should advisor retention go as planned, Blucora's agreement to purchase the firm would boost its IBD headcount to 4,500 reps.

Outperformance has been driven in part by a push among investors to cut their tax bills after new limits were set on state and local deductions.

The regulator is looking into whether brokers made appropriate share class recommendations for the plans as a result of the new law.

The tax law has made deducting philanthropic contributions more difficult, but there are ways to help clients reap benefits from their generosity.

The U.S. is one of the few countries that doesn’t have paid family leave, and it can cause families hardship around the time of a birth, says an expert.

It’s not just clients in high-tax states buying up muni bonds.

The Trump administration unveiled its proposed budget that includes provisions that would enable Medicare beneficiaries to contribute to a health savings account.

Experts say these loans deserve a second look, partly because of a series of federal reforms in recent years.