Tax

A long-term approach to owning individual bonds is rewarded with both greater yield and safety.

Here's how to make the most of high-net-worth clients' charitable nature.

Wealthy families can enjoy a $2,000-per-child break with the expansion of the child tax

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

Clients may be tempted by the income from low-grade securities, but careful research is in order.

For wealthy people, Uncle Sam is a major challenge to asset growth.

Cost of living is a key consideration, but a retiree’s goals and objectives are also important.

While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.

Robert Graham allegedly solicited clients into risky investments, which he directed to his private company. He is the ex-chief of the Arizona Republican Party.

Dividend tax rate cuts in 2003 had no impact on C- and S-corporation spending, an economist found.

The upfront tax benefits are undeniable, but that doesn’t necessarily help business owners in the long run.

Taxpayers won’t get big federal write-off above state credit.

Many single baby boomers opt to stay put in retirement because they have no children who would advise them to move to an assisted living or continuous care community.

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Despite the increase, the figure still represents a small percentage of the 16.1 million accounts that the company manages.

Thought we were done with the tax overhaul? Think again.

Rich professionals have found a new way to bypass income limits created by Congress.

Advisors must be wary of “making permanent decisions based on a temporary law,” an expert says.

Divorced women are more financially prepared for retirement than their single, never-married counterparts because they are more likely to secure their marital home after the separation.