When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...

For many clients and their advisors, taxes are a critical part of the wealth management equation. By reducing taxes, advisors can help clients enhance performance and keep more money compounding in ...

Tax friction (or the reduction of returns due to taxes) can have a significant impact on wealth over time, and proactive asset location is essential to minimize this erosion. The simple asset location ...

For the uninitiated, K-1s are a tax form generated by a partnership to report income. If you own Master Limited Partnerships, you get a K-1 instead of a 1099. They can be a nightmare if you do your ...

DENVER--(BUSINESS WIRE)--Alerian MLP ETF (the “Fund” or “AMLP”) has modified the estimate of the Fund’s deferred tax liability based on information reported by the Master Limited Partnerships (MLPs) ...

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping at least ...