Tax planning

Four forms in particular contain insights to a client's financial life and how to serve them better. We explain them here.

From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.

Americans pay billions of dollars in taxes each year when draining their retirement plans as they change jobs. The "leakage" doesn't bode well for long-term savings, data shows.

A new Morningstar report says that tax benefits outstrip the appeal of creating and owning a bespoke basket of stocks.

This tax-code authorized technique allows clients to remove a personal residence from their estate at a significantly reduced gift tax cost.

Avoiding common mistakes when filing returns for wealthy clients and exploring Roth IRA conversions are among the key considerations for advisors and accountants this tax season.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

The 4% rule isn't the only option. Plus, one counterintuitive idea says retirees can live larger this year.

Contributions to 401(k)s and IRAs now can reduce your 2022 taxes soon due this filing season. Here's what advisors, many of whom can themselves benefit, need to know.

Affluent investors typically have more complicated financial lives and more ways to get things wrong when filing federal tax returns in 2023.