Retirement

Heirs and their financial advisors should start figuring out how to minimize the tax impact of the end of the so-called stretch strategy, experts said.

Here are some ways to build your wealth outside your practice.

Many plan participants told the U.S. Government Accountability Office they didn't understand their four main options — or the potential tax consequences.

Clients need to start planning for what happens after the day they stop working, says John Napolitano.

Here's a smart way to add long-lasting value to your client relationships.

There's a new method of counting defined contribution retirement plan participants that can make a big difference for clients.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

IRS errors; hiring your kids; investment fund audits; and other highlights from our favorite tax bloggers.

Financial leaders need to set clear goals and timelines, explore ownership transfer options and conduct a comprehensive business valuation.

Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.