Tax

There are hundreds of claiming strategies — using the wrong one can have major repercussions.

Tax overhaul has scrapped taxes on a child's excess unearned income at the same rate as their parents.

What are the best strategies for clients looking to tap assets while minimizing penalties?

Caution is key across global markets as investors try to gauge whether the selloff is a harbinger or a blip.

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

Seniors will have to pay income taxes on a certain portion of their benefits if their taxable income plus 50% of the benefits exceed a certain threshold.

This is your last chance to use a tax strategy that was unfairly demonized by some lawmakers during tax reform debates.

Think you’ve already optimized client portfolios? Think again.

A housing bubble might be brewing in these 12 cities.

Some can expect an increase in their tax bill thanks to Social Security income taxes and higher Medicare premiums.

The business of supporting charitable giving has never been so profitable.

Certain clients may consider donating directly from their IRAs.

"It’s still a very sketchy area," one accounting professional says.

Someone who starts saving from age 20 can sock away 90% less per month than someone who gets a later start at age 50 and still build the the same size of portfolio.

With the expenses no longer deductible, will clients ask for new planning options?

Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.

Those concerned about financial shortfalls in old age may want to consider selling their whole life policy. Here's how advisors can help.

Family offices saw a growth in returns last year fueled by soaring stock markets and private equity.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.