Tax planning

Under the new tax law, the tax on children’s investments and unearned income could end up costing a pretty penny.

Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.

As the IRS steps up its scrutiny of virtual currency, reporting the transactions correctly is essential.

One way to avoid the additional burden is to take advantage of tax-deferred retirement accounts.

Helping clients navigate the complexities of tax reform is even more of a priority.

Trends show people are buying homes further away from expensive cities.

Waiting until your 70th birthday is the much-discussed strategy to maximize benefits. But in some circumstances, you won't miss out if you file earlier.

Helping clients navigate the complexities of tax reform is even more of a priority.

Clients approaching or already in retirement should be a risk manager who focuses on risk tolerance.

The longest bull run in American history makes this environment an opportune one to cash out equity positions.

Computer algorithms could increase portfolio returns by whole percentage points.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.

Why these are more inviting under the new tax law.

Clients preparing for a life-altering event — such as marriage, divorce or a new baby — are advised to start getting their paperwork in order.

IRS rules allow clients in certain circumstances to tap their retirement accounts before the age of 59 1/2 without a 10% penalty. But this still should be considered a last resort, an expert says.

Even though the program was created by a large multinational corporation, companies of all sizes could utilize this approach.

The guideline used a specific set of assumptions: a retirement lasting 30 years with savings in a tax-deferred account and nothing left for heirs. Change just one and your “safe” withdrawal rate may differ.

Use these best practices to maximize savings for clients' kids — from birth to college graduation.