Tax planning

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.

Retirees could end up paying taxes on the majority of their Social Security benefits when certain conditions are met.

So-called opportunity zones created under the new tax law can offer clients a unique chance to save.

The Trump tax overhaul could mean less after-tax money to go around.

Each has its own requirements pertaining to tax withholding, clawback rules and filing deadlines.

Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.

The IRS announced upward adjustments for 401(k), 403(b)s and other plans.

Deductions for alimony payments will no longer be available Dec. 31.

Working longer and delaying Social Security are some of the ways they can boost their savings after losing a large portion of retirement assets.

Advise them to review and adjust their budget and consider getting a side hustle, a study suggests.

Borrowing from an account with the intention of replacing the funds in 60 days can be hard and come with costly tax ramifications.

Market valuations may not be a reliable tool to use to make investing decisions so it can be prudent for savers to assume low investment returns, says an expert.

The Microsoft co-founder had no direct inheritors to his wealth, but other family members and potential investors are seeking a portion of his holdings.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

Clients are willing to pay more for tax advice, but they’re still not getting it.

The partnership with Intuit allows clients to autofill information from TurboTax filings.

Clients nearing retirement should consider standard and itemized deductions and choose the option that will generate the bigger savings.

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

You’ll probably find administrators blocking the backdoor Roth IRA strategy more than anyone else, says Kimberly Foss, planner, author and Financial Planning contributor. That’s when you’ll have to adopt the role of educator, she says.