Tax

Investors would be required to sell the shares they purchase first, which often is the lot that has the most gains and thus generates the bigger tax hit.

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

The uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help clients and businesses prepare for filing season, here are helpful tips.

In some states mortgage closing costs can reach or exceed five figures.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

Their use has jumped 1,035% with assets topping more than $1 trillion.

“It would almost be irresponsible if you weren’t thinking about moving,” says Bruce McGuire, founder of the Connecticut Hedge Fund Association.

Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.

The metal has advanced 1.7% this month and is up about 12% in 2017.

"Sun and sand are great," says one analyst, but they're not the only considerations. They certainly didn't help boost the top city in this survey.

It's not just for December, but a smart approach throughout the year.

The Senate’s plan requires that holders of more than one batch of a particular security, known as a lot, sell the one they’ve retained the longest first.

Ignoring lessons from past income-boosting strategies can lead to disastrous results.

It’s the Roth’s 20th birthday. Where is everyone?

Retirement location "matters just as much to your tax bill as what you have,” an expert says.

They have become increasingly attractive as real estate prices climb.

Health savings accounts can add substantial value to client relationships, advisors are told at the Schwab Impact conference.

The standard process for launching exchange traded funds is flawed, argues Allan Roth. He proposes a better way.

“Your risk of being audited goes up,” says RIA powerhouse Ron Carson.

The robo advisor adds a longstanding tax strategy to its offerings.