Inability to deduct management fees will make the funds, which are struggling this year, even less attractive to investors.
Women who are beneficiaries of their late husbands' estates could be shocked at how much more they owe in taxes.
Complete rollovers, take care of qualified charitable distributions and be sure that all funds related to a lump-sum distribution have been withdrawn.
For divorces finalized starting next year, spouses paying alimony will no longer be able to deduct those payments.
While the new tax laws will complicate year-end planning, there are some steps people can take.
A cost-of-living adjustment also raises IRA contribution limit to $6,000.
Clients expect advice on tax-efficient withdrawal strategies.
Bankruptcy appeals panel said IRA and 401(k) assets obtained through divorce can't be shielded from creditors.
Advisers are dealing with a generation of investors who have never lived through a prolonged downturn.
While the new tax laws will complicate year-end planning, there are some moves you can make for your clients
Limits on federal deduction for state and local taxes could put them at a disadvantage in negotiations with free agents
While last year's overhaul didn't change tax rules on the sale of a residence, some clients still try to apply rules that have been out of date since the late '90s.
Advisers say people most likely to participate also meet the income and net-worth thresholds to qualify as accredited investors.
Limits on federal deduction for state and local taxes could put them at a disadvantage in negotiations with free agents.
Mnuchin says benefit could be a $100 billion investment opportunity for real estate and businesses in distressed areas.
How to lower expectations when clients think they're owed a bigger Social Security benefit.
A shift in control of the House could change the course of important issues, including the SEC advice rule, tax reform and retirement policies.
It's the largest annual cost-of-living increase in benefits since 2012.
It's the largest annual cost-of-living increase in benefits since 2012.
Property investors discover a way to work around sky-high property taxes and new federal limitations on deductions.
