Financial advisors tasked with the stewardship of client assets must navigate a landscape rife with ethical considerations while ensuring that their strategies align with efficient tax planning.

By understanding the tax treatment of alimony, child support, property division, and IRA transfers, individuals can better navigate the financial landscape of divorce settlements.

The type of trust you opt for can significantly dictate these tax consequences, marking the critical importance of properly understanding them and the potential value of professional financial advice.

Understanding your specific tax implications (as early as possible in the process) can be extremely important when negotiating any mediation or settlement agreements in a divorce.

Unlock the secrets to successful Simple IRA transfers – understand essential rules, avoid pitfalls, and optimize tax benefits. Dive in for expert insights!

Money matters during a divorce. From prioritizing assets with the highest after-tax value to updating beneficiaries afterwards, here are several key considerations for divorce financial planning.

The tax consequences of 401(k) rollovers depend on the option you pick Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and ...

According to Ben Henry-Moreland, a certified financial planner and senior financial planning nerd at Kitces.com, the reality is that financial advice has tax consequences — whether advisors ...

Beyond the physical move, there are financial considerations that potential movers should know of. Cross-border financial advisor Tiffany Woodfield shares 4 ways your finances will be impacted.

Shenkman added that the financial advisor plays a critical role in addressing any potential tax consequences of planning for a disabled child.

Creating a financial technology (fintech) firm comes with a host of tax considerations and implications. Decisions about the business’s structure, ...