Tax planning

Taxes matter in fund investing, even when there's no bill. Plus: Knowing the difference in costs on 401(k) and IRA withdrawals, and what to do after tax season.

Fewer than 14,000 American households received 5.6% of adjusted gross income in 2012, according to data released by the IRS that underscore the increasing concentration of income.

Put affluent clients' annual contributions into an IRA and then convert it to a Roth on the same day, says Aspiriant's Ray Edwards.

Several of Steve Janachowski's clients are wealthy professionals with high incomes, but a lot of retirement uncertainty.

Saving on taxes during a liquidity event: Plus, how to get a double dose of tax-deferred savings, and when doing nothing is a client's best strategy.

A long-term strategy turns taxed-interest income into lower-taxed capital gains.

Nearing the top 1% of total U.S. households, the Obama family holds roughly $1.25 million in Treasury notes and bills.

Even taxpayers with professional help can make significant mistakes. See the three failures that tripped up one taxpayer.

To save clients money, demonstrate their value and perhaps fight off robo competition, advisors can use these strategies to reduce clients' investment taxes.

Tax advice focuses on reducing adjusted gross income, accelerating and decelerating income and other strategies.

How to cut your clients' taxes with ETFs: Plus, using tax-sheltered accounts to save on capital gains taxes and tax-efficient strategies for making distributions from retirement accounts.

Some of our favorite recent tax fraud cases.

The Internal Revenue Service’s Criminal Investigation division has created a cybercrime unit to combat the growing trend of identity theft-related tax fraud as the problem morphs into data breaches and becomes more international in scope.

Clients who intend to stay in their homes after they retire should consider changes like open floor plans and wider doors to accommodate wheelchairs and walkers; Plus, small businesses now have no excuse for lousy retirement plans.

The advantages of owning individual stocks; Plus, how donating appreciated shares in taxable accounts can produce savings for your client.

The IRS has released the inflation-adjusted deduction limitations for annual contributions to health savings accounts in 2016.

A plan to avoid capital gains taxes; Plus, seven valuable things your clients can learn from their tax return.

Four investments clients can make completely tax-free; Plus, how the mega-rich avoid paying taxes.

Changes in both demographics and tax laws require a massive rethinking of estate planning strategies. Here are a few of the minefields that planners should avoid.

The U.S. House voted to repeal the 99-year-old U.S. estate tax amid a partisan clash over whether the government should break up concentrated wealth or make it easier to pass along assets to the next generation.