Tax

Three index funds may be all clients need. But that's rarely what they end up with.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.

A new line of mutual funds can help retirees manage their RMDs – which many fail to take – and avoid the hefty penalty.

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

While the markets soar, the high-net-worth crowd looks to Washington and is not pleased with what it sees.

Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.

Here’s what advisers should know about this increasingly available option, so they can help clients make the most educated choice.

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.

Most fortunes disappear by the time grandchildren have taken control.

So-called reverse mortgages present a number of appealing features for borrowers — and a number of confounding tax implications, Michael Kitces writes.

A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.

Here’s one reason why beneficiaries should consider setting up a life estate.

10 planning strategies from analysts and experts.

If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.

From health care expenses to taxes, how planners can help clients strategize.

Retirees saw a small increase in expendable income once they started collecting Social Security, according to a new study.