Tax planning

The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.

Funding a 401(k), 403(b) or company-sponsored retirement savings vehicle should come first, an expert says.

The rule can create significant tax savings, but in unskilled hands it can just shift the burden elsewhere.

The ex-CEO of a tax-focused firm acquired by the network in 2012 now leads HD Vest and 1st Global following the $180-million deal.

Chris Moynes manages the finances — and lifestyles — of 75 hockey players, 10% of the NHL's active roster.

FINRA Rule 3210 typically requires permission for brokerage accounts.

A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.

With income taxes attached to hardship withdrawals, they are often advised to carefully weigh other options.

The chances of getting audited for people making at least $10 million plunged during the last fiscal year, IRS data shows.

Some seniors are missing out on a potential 20% tax deduction, and “no one is talking about what a wonderful retirement planning technique" it is, says an expert.

Seniors in this position may face a tax bill and possibly a penalty if they dip into their 401(k) prematurely, says an expert.

The tax law overhaul has created planning opportunities.

“People didn’t want to use up their estate tax exemption,” but that has changed as a result of the new law, an expert says.

A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.

As retirement horizons grow, the rich are less willing to focus on generational wealth transfers.

When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.

Cuts in Medicaid could prove disastrous for low-income retirees who rely on the program for nursing home care, experts say.

The earlier they begin planning, the easier it'll be to avoid a big tax hit.

Blucora’s wealth management unit is transforming while showing some impressive results. But is the firm moving too fast?