Tax planning

More than 10,000 cryptocurrency investors received open letters from the IRS informing them that they may owe taxes on their digital holdings.

Taxpayers are advised to thoroughly review their tax withholding to ensure there is enough to cover their 2019 bills.

HD Vest's parent displayed the growth coming from the acquisition of its former rival.

Contribution limits in a Roth IRA could shrink for couples after marriage.

After a booking error by an advisor, a client barely avoided being taxed on $500,000 and dodged more than $200,000 in taxes and penalties.

Over the last four decades, the average income of retiree households significantly outpaced those still in the workforce.

Clients “want to participate, they want to co-create,” In|Vest conference attendees are told.

They may look good on paper, but such investments also come with thorny challenges.

But health care is probably more expensive.

Those with 1099 income have several tax-advantaged options.

An otherwise simple strategy has many pitfalls.

Despite changes in the new law aimed at scrapping a penalty for most new couples, those from high-income households may owe more this year.

A client's retirement savings depends on four key factors, says the leading RIA executive.

Careful planning can help prevent them from shrinking their benefits based on misperception.

Under new rules, small business owners can offer their workers tax-free dollars to buy health coverage.

Advisors can’t underestimate the emotional toll an exit can impose.

Well over half say they would back Sen. Elizabeth Warren’s plan to tax those with more than $50 million in assets, a survey finds.

Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.

New contracts reached a 10-year high as key stakeholders praised a bill before the U.S. Senate which could expand the products to more 401(k) plans.

Early planning for potential tax hikes is key.