If a drop in income put you in a lower tax bracket this year, consider converting money from a traditional IRA to a Roth IRA. » Read More
A tax deduction is not a given each time you open your wallet for a worthy cause. So be sure to check with an advisor first.
Save on taxes this year by employing these savvy tactics, from harvesting investment losses to donating to charities, by Dec. 31.
Ten money-saving, tax-wise tips for 2015, from socking away as much tax-free cash as you can to doling it out where it'll do the most good.
Leverage employer-sponsored flexible spending accounts, which allot pretax dollars for certain health- and dependent-care expenses.
When tax-loss harvesting, investors should keep in mind transaction costs, maintaining proper exposure and how and when to act.
Year-end is traditionally time to undertake tax-loss harvesting to offset investment gains, a good idea for any investor, say advisors.
Rebalancing, like asset allocation, largely determines a portfolio's return, say many advisors. So it's important to pay attention.
Many workers use annual open enrollment to tweak employee benefit options, but others let old selections ride - a big mistake, say advisors.
Just in case you've been procrastinating, here's a year-end checklist to get through before heading to your New Year's Eve party.
Failing to take advantage of all your available tax breaks now gives you a lighter wallet—and Uncle Sam an undeserved bonus.
Advisors recommend you reassess your financial plan after every major life event to ensure you are shielded from financial curveballs.
The end of the year is a good time to review estate plans, particularly if you've had a change-in-life circumstance in the past 12 months.
Include insurance coverage on your financial planning checklist. All too often, this safety net protecting assets gets short shrift.
Burned by the Great Recession, investors still play it safe, but advisors say hesitancy to invest for growth hurts the size of nest eggs.
Investors planning to buy a mutual fund in a taxable account by the end of the year can get stuck paying taxes on gains they didn't earn.
The rubber's hitting the road for baby boomers nearing retirement, who must convert nest eggs into a stream of income they won't outlive.
Accelerating deductions, harvesting losses and timing investment income can help taxpayers lower the 2014 tax bite from Uncle Sam.
Regular reallocation of portfolio savings among asset classes is not only wise but critical to managing risk, say financial advisors.
Popular for maximizing after-tax returns, harvesting losses to offset capital gains also comes with some pretty sizable downside risks.
Social Security is a crucial part of retirement planning so financial advisors are helping retirees choose the right age to claim benefits and break even.
The day you stop working will be here before you know it, making preparation now key to enjoying your golden years.
A look at how leading portfolio managers and institutional investors build investment plans to meet clients’ goals.
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
The most important investing choice is asset allocation, which explains more than 90 percent of investment variability.
Investors love big dividends, but some companies lack the earnings to afford it. How to pinpoint cash problems.
Before privately refinancing a federal student loan, it's important to understand the consequences of such actions.