Tax

Modifications should be made as soon as they determine their liability for 2018 and the impact of the new law on their returns, an expert says.

Changes to the law meant some taxpayers needed to adjust their withholding. Many were confused about how to do so.

Virginia and Colorado are among the most-appealing locations for retirees to spend their golden years, due in part to top scores in affordability, health-related factors and overall quality of life.

Trade tension and a record-long government shutdown have left many in the “more defensive parts of the market,” one TD Ameritrade strategist says.

Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.

Scammers are notorious for stealing social security numbers to file fake returns, an expert warns.

One approach to determine a retirement withdrawal rate is to set a fixed percentage of their portfolio every year, says an expert. But there are other strategies, as well.

IRS data provides all the information needed to figure out the answer.

The impact of the 35-day partial government shutdown could delay the process this year.

This $1.5 trillion dilemma doesn’t discriminate.

Although income that is taxable is likely to increase for families with two children, their final bills will be smaller.

The proposed regulations also provide guidance for taxpayers who hold interests in regulated investment companies.

There are still dozens of questions about how the tax break applies.

The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.

A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.

Being a homeowner may not be the most cost efficient move in some areas.

Clients will be able to contribute more to these accounts in 2019 because of changes in tax law, but choosing a plan is still no easy decision.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.

The tax increases stem from lawmakers' failure to index the taxation on inflation, according to one expert.