Tax

A tax bill passed in 2017 normally would go into effect in 2018, but the fear is that it could be retroactive, which happened once before under a President Clinton.

Clients who borrow from their company retirement plans can often get a good rate with no hassle. But if they miss payments, they might face nasty tax charges.

A bond subsector worth looking at. Plus, help clients keep what they owe the government to a minimum with a roadmap for drawing down assets.

Technology is getting better at replicating the work of human planners, warns Hedgeable CEO Mike Kane.

Understanding pro-rata rules can ensure that a client only pays their fair share to the government. Plus, these retirement preparations can boost returns and a look at when spending means better planning.

Using these all-in-the-family approaches may be a planner's best way to serve clients and stand out, even against robo competitors.

Use these tips for smart giving during the holidays. Plus, avoiding the cost of inherited assets and revisiting W4s.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Advisers sound off on the most difficult challenges their clients have handed them.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

A look at the new opportunities and restrictions that emerged over the course of the year, with an eye toward what clients can do before Dec. 31.

A line-by-line review of this form can spark a broader financial review that benefits clients. Plus, turn medical expenses into deductions for the elderly.

The IRS equivalent of a SWAT team gives examinations that are "the audits from hell that your grandfather warned you about," an attorney says.

Punished by the plunge in the energy sector, some advisers await a rebound that can take advantage of master limited partnerships’ tax status.

Investment alpha is tough given “crazy valuations” in stocks and low bond yields, making strategies based on minimizing taxes essential.

Donald Trump defends paying no federal income taxes on some of his returns from decades ago.

Now harsh penalties and taxes on late 60-day rollovers from company plans and IRAs can be avoided, but beware: There are some rollover mistakes that still cannot be fixed.

Clients who turned 70 1/2 this summer have to act fast on their distributions to avoid paying a hefty penalty to the IRS. Plus, giving away stocks versus selling them.

In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.