Tax optimization strategies vary by income level, but everyone can reduce their tax burden. Most taxpayers can save a few thousand dollars per year through basic techniques, while high earners can ...

When it comes to tax planning, especially if you’re an investor, awareness can make a huge difference between success and failure. “Paying attention to timing, account types and how different ...

When you’re approaching a liquidity event — an IPO, acquisition, or tender offer — you probably want to know one thing: ...

“What’s the buzz?” I ask business leaders and podcast guests. Lately, it’s all about alternative investing, direct indexing and unified managed accounts (UMAs). What’s behind the clamor for those ...

Please provide your email address to receive an email when new articles are posted on . Employed physicians have fewer opportunities to benefit from tax write-offs. They can lower income tax burden by ...

The Taxpayer Relief Act of 1997 introduced, for the first time, the opportunity for individuals to contribute to a tax-free Roth IRA for retirement. Up until that point, retirement accounts — in the ...

The verdict is in. Tax optimization is the lodestar for platform developers. In a recent report, Cerulli Associates said tax optimization tools are central to how platform sponsors plan to improve ...

Soon after the launch of Fidelity’s zero-fee index funds, some advisors are turning their heads towards what may be the next frontier for increasing returns. Processing Content “I think the most ...

Managed account provider and turnkey asset management platform SEI announced its acquisition of LifeYield, a tax optimization software company, this week. The deal is intended to provide SEI and its ...