These hacks help millionaires keep more of their money. Here’s how you can use them, too — and take advantage of new tax tricks available in 2026

With tax season in full swing, you might be looking for ways to lower your bill — or even get money back. A new Stacker ...
AOL

Effective tax optimization strategies for every income level

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 ...
Financial Advisor

Put UMAs To Work To Deliver Tax Optimization

“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 ...
Financial Advisor

With Tax Optimization, Clients Want It--And Now

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 ...