Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice? The truth may surprise you and cost you.

Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.

The Tax Adviser—the magazine of planning, trends, and techniques—reports and explains federal tax issues to tax practitioners.

Here are some key tax moves seniors should make before the April 15 tax filing deadline: ...

In today's climate of uncertainty—locally, nationally, and globally—the role of estate planners as risk managers is more ...

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.

When planning for retirement, it's crucial to understand the benefits of tax-advantaged accounts such as the 401(k) and IRA.

March is about to end, with just 10 days left. If you're planning to save on taxes, you will miss your chance if you don't ...

Benefit #2: Provides long-term life insurance ... This can help with retirement planning and tax planning. Withdrawing money tax-free via a loan instead of taking an additional distribution ...

Social Security survivor benefits received by children don't affect income tax for a surviving parent or guardian but the child may have to pay taxes on the money.