Tax planning

Here’s how to help prepare clients for what comes next.

Clients fare just as well, and possibly better, with their other investments by developing the same savings habits of these retirement accounts. Plus, getting more out of munis.

When it comes to crafting portfolios, tell clients to focus on the dynamism of American markets.

We have the most expensive and fragmented health care in the world, so now what?

Because federal rules now require parents to plan earlier for funding education, advisers can offer substantial value to clients through their financial aid expertise.

The documents are good indicators of investors’ past behavior and probable future behavior.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

The new rules impose tax liability on the partnership rather than the partners, which is a major departure from treating a firm as a pass-through entity.

See the most popular ways for Americans to reduce their tax bills.

An expert discusses last-minute strategies, as well as evergreen tips, to reduce the tax bill your clients are facing.

Those with the option of taking loans from their plans should consider tax implications and the possibility of missing out on the growth of the money that was borrowed.

There are many benefits for clients who invest in property, but identifying them can be quite a process.

Property can be a savvy investment — and offer significant advantages. But advisers have to know where to look.

Clients age 65 and up have to move fast to load up on medical expenses and get these benefits. Plus, considering MLP ETFs after the recovery of the energy sector and how certain mutual funds can charge a capital gains.

A tax bill passed in 2017 normally would go into effect in 2018, but the fear is that it could be retroactive, which happened once before under a President Clinton.

Clients who borrow from their company retirement plans can often get a good rate with no hassle. But if they miss payments, they might face nasty tax charges.

A bond subsector worth looking at. Plus, help clients keep what they owe the government to a minimum with a roadmap for drawing down assets.

Technology is getting better at replicating the work of human planners, warns Hedgeable CEO Mike Kane.

Understanding pro-rata rules can ensure that a client only pays their fair share to the government. Plus, these retirement preparations can boost returns and a look at when spending means better planning.

Using these all-in-the-family approaches may be a planner's best way to serve clients and stand out, even against robo competitors.