Controversial plan to expand definition yanked to allow more input, further economic analysis
Nassim Nicholas Taleb, author of the best-selling book “The Black Swan,” said the current global market turmoil is worse than it was in 2008 because countries such as the U.S. have larger sovereign-debt loads.
Pessimistic mass-affluent, millionaire investors are putting more money in play
Survey finds mass-affluent investors still gloomy as heck about their finances; 'not matching the reality of their situation'
This year's survey of advisers shows why some firms are flying high again - and also reveals where some advisers are holding back. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20111018&Category=FREE&ArtNo=101809999&Ref=PH>Most common reasons employees leave advisory firms</a>
IRS warns of “noticeable degradation” of taxpayer services and enforcement if Congress follows through on a plan to cut about $500 million from the agency's budget for fiscal 2012.
The following is an edited version of testimony given July 26 by Phyllis C. Borzi, assistant secretary of labor in charge of the Employee Benefits Security Administration, before the House Education and the Workforce Subcommittee on Health, Employment, Labor and Pensions
A U.S. Treasury Department watchdog said 2.1 million taxpayers may have received “erroneous” education-related tax credits totaling about $3.2 billion.
Utah Senator Orrin Hatch is urging the Obama administration to back away from a proposal to cap itemized deductions at 28%.
Occupy Wall Street protesters are lashing out against what they see as a financial industry luxuriating in wealth created at the expense of the middle class. Wall Street, however, has its own grievances against Washington, which were on display last week.
Protesters in the Occupy Wall Street movement are giving financial advisers something else to worry about: a generation of leery, cynical investors
Levy would fund jobs bill; given GOP opposition, 5% rate also likely probability of passage
If you're recommending long-term-care insurance to clients as a way for them to protect assets and to care for themselves when they're old and sick, you're probably doing it incorrectly.
Escalating medical expenses and Medicare cutbacks will strain retiree budgets
Much has been written about the opportunity to undo, or re-characterize, a Roth IRA conversion if the assets in the account depreciate
Jeffrey Thomasson, 52, may pass on more than $100 million to heirs using an estate-planning strategy for avoiding gift and estate taxes.
Recently, the Tax Court ruled that a taxpayer's continuing business activities and lack of credible evidence failed to qualify him as disabled under the tax code
Group touting the virtues of pre-paid tuition program that locks in rates at non-state schools
The bad news: the hike for retirement plan kick-ins is puny, while the estate tax exclusion plummets next year
