Tax planning

The right strategy can save clients thousands of dollars, although the options are complicated.

Only 3% of households earning under $50,000 a year benefitted from the mortgage interest tax deduction.

Retirement investors can use their loss carryforward to write off the taxes triggered by a Roth IRA conversion.

With smaller paychecks and longer life expectancies than men, one strategy includes moving their IRA assets into a Roth to reap the tax advantages.

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

Four key features of the program hinge on reaching full retirement age.

The right strategies can make all the difference for advisers.

Three index funds may be all clients need. But that's rarely what they end up with.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.