Tax

Clients ask: "Will I run out of money?" Here’s how planners can confidently tell them "no." Like every approach, however, there are a few drawbacks.

The robo advisor is relying on behavioral insights to develop more personalized offerings as advice like Amazon's Alexa seeps into wealth management.

Firms with over $250 million in AUM are unbundling more service offerings, a new study shows.

A relatively new approach for measuring savers’ progress toward goals is gaining steam, but it’s not without its imperfections.

Sponsors can bill the products however they’d like, but the bar to proving they work as advertised is high.

Some brokerage firms are concerned that the tax overhaul could spur their employee advisors to set up their own shops or switch firms to lower their tax bills.

Industry experts offer their forecasts for leading trends in the coming year.

Advisors say it’s never too early to start saving for college.

Breakaway uncertainty is forcing the RIA to re-evaluate its growth strategies.

Many deductions are likely to disappear if Congress passes the reform bill into law.

While clients cannot determine their health care expenses and taxes in retirement, they can improve their prospects by minimizing investment fees and diversifying their portfolios.

The proposed overhaul may severely limit investors’ ability to minimize capital gains on stock.

While there’s no fail-safe method for modeling the costs, a popular calculation may significantly under- or overstate the burden of tuition, room and board, Kitces.com research associate Derek Tharp writes.

Clients should consider tax breaks such as education expenses, mortgage interest payment and small business costs.

Advisors should keep a close eye on these provisions, Dave Grant says.

Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.

One fifth of AdvicePeriod's clients have a net worth over $10 million. Many pay an annual fee of around $200,000.

These four experts can help you address any client situation.

Improved prospects for tax legislation propelled the latest boost in equities.

Contributions and grants have recently reached record highs.