Tax planning

Not all vehicles are created equal — and for high earners in particular, the conventional wisdom may not apply.

Couples born many years apart need extra guidance as they prepare for their post-work lives.

Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.

Blucora CEO John Clendening says the cuts to head count should taper off by next year, when the firm will have dropped as many as 1,000 reps in 16 months.

Retirees between the ages 59½ and 70½ should consider the Roth IRA conversion strategy, an expert says.

A 34-year old broker with high-net-worth tax specialty signs with Dynasty.

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.

Both are structured to last a long time — sometimes forever. But beware of one-size-fits-all approaches.

Mapping out their cash flow and identifying existing and potential problem areas are good places to start.

Instead of making quarterly tax payments, retirees have the option of having the payments withheld from their Social Security and pension benefits.

In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.

Certain clients will have to take a taxable distribution from the account every year.

2017 was a banner year for RIAs, but marketing, hiring and operations are seen as key to future growth, according to a Schwab study.

Owning a home offers some benefits, such as the option for a reverse mortgage and certain tax breaks, but are they enough to offset the burdens involved?

Passive income held offshore may benefit from an arcane provision signed into law by President John F. Kennedy.

Clients must still account for gains not incurred through a sale or cash distribution.

Clients may be compelled to sell their shares as nearly 90% of the products have experienced losses this year.

Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.

Although the rules have become more lenient, high-income clients must not be complacent.

Debt among 65-year-olds has increased by 48% between 2003 and 2015, according to research by the Federal Reserve Bank of New York.