Tax planning

The president looks to fulfill a key promise from his campaign.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

Here’s how advisors are replacing traditional methods.

Less than $5 million in gross receipts during a five-year period and qualified R&D expenses are required.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Clients could face a 100% penalty of taxes owed for filing late.

Have advisors learned nothing from the 2008 crash?

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

These funds can affordably provide clients with REIT exposure.

Details matter, explains an expert, like where their boat is docked.

Clients under 35 are the only age group with a negative savings rate. These tools can help them prepare.

Health savings accounts have soared in popularity, but providers are adding layers of fees.

Early withdrawals from employer-sponsored plans can derail retirement, but may be necessary.

The pension fund wants to outsource some or all of its $26.2 billion in private equity investments with the money manager, people close to the matter said.

For many, walking away from their firm is ‘like selling their baby.’

Each pre-retiree couple is in a unique circumstance, and needs to account for their health and longevity, as well as their willingness and ability to work.

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.

Advisors must be prepared with tax and planning strategies to help when clients fall ill.