None of the findings in a new working academic paper will likely surprise financial advisors. But they could provide some helpful data for conversations with investors.

The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.

Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite deadline.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that service, according to an expert.

An introduction to the midsized and large members of Accounting Today's annual ranking of the top workplaces in the profession.

An introduction to the small members of Accounting Today's annual ranking of the top workplaces in the profession.

Experts say there are many reasons some beneficiaries reject assets and big problems if they fail to do so correctly. Here's a guide to avoiding them.

The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.

While the advantages to the parents often receive the most attention, a summer job could pay literal dividends to the children, experts say.

The headache of filing dozens of state or international returns due to the so-called jock tax comes with opportunities to tap into savings, experts say.

The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.

The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury inflation-protected securities.

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.

Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.

The asset sales carry complexity requiring careful thought and expert advice, but they could prove beneficial to some wirehouse breakaways or RIA succession plans.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.