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.

Borrowers can still use the allowance as long as it’s for home improvements.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.

Seniors should consider designating joint agents, reviewing the security features on their financial accounts, and having their names removed from credit card solicitations.

Congress created a juicy new tax break, yet hundreds of thousands of clients still don’t know if they can claim it.

One strategy for clients to continue their philanthropic work and reduce their bill is to bunch multiple years of donations into one with a donor-advised fund.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

When 2018 taxes are due in April 2019, millions of Americans could find themselves owing the government far more than was withheld.

"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.

Many taxpayers can expect a lower tax bill under the new law and should consider adjusting their withholding to put the money to good use.