Tax planning

The retirement problem comes down to the fact that many people don't have access to a 401(k) plan. Here's one solution.

The tax treatment of bitcoin and its ilk raises major questions.

Homeowners have fewer options as state and local deductions have been capped under the new law.

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

LifeYield makes it proprietary Taxficient Score available to individual advisors.

Sometimes, crunching the numbers shows surprising results. Here’s how advisors can evaluate the tradeoffs of relocating to regions with lower taxes.

Combating these misconceptions may help taxpayers maximize benefits.

The new tax law poses a dilemma for wealth managers.

The securities-backed lending platform provides liquidity to borrowers and transparency to advisors, the investment banking giant says.

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.