A dichotomy in the tax treatment of retirement deferrals and business income could discourage creation, maintenance of plans by some pass-through entities.
New details of President Donald J. Trump's tax plan released Wednesday propose cutting the top individual rate to 35%, while leaving it to Congress whether to create another bracket for those with higher income.
Lower tax rates for pass-throughs would benefit business owners, including many of them, but details surrounding capital gains taxes and the AMT are vague or nonexistent.
Retirement-savings proponents remain vigilant in protecting deferrals as GOP releases tax-reform framework.
Demand for mandatory pre-loan counseling outstrips supply.
Plaintiffs failed to show the 401(k) plan executives breached their fiduciary duties, according to the judge.
Litigation regarding retirement plan adviser fees is rare, but some believe it will become more prevalent.
Wealth spread across borders is subject to special rules — and special strategies to deal with them.
After a decade of litigation, fees are lower and retirement plans are more transparent. But have the lawsuits gone too far?
Americans Against Double Taxation is the latest organization to mobilize in fierce battle to preserve loopholes, deductions and other benefits.
Future retirees also appear more willing to wait to claim larger benefits than previous waves of retirees, according to a new study.
Ivy League school is first elite university to win complete dismissal of such a lawsuit.
Although the IRS's budget is shrinking, its efforts to audit high-net-worth individuals are increasing.
You could end up paying thousands of dollars more after tax reform than you do now.
Majority of future retirees threaten to switch from advisers who don't offer guidance.
Smart plan advisers use an active, personalized approach to engage employees.
Those who save for retirement or itemize tax deductions could end up paying thousands of dollars more.
Politicians have intentionally set tax rates on wages much higher than those on long-term investment returns.
But higher-income retirees' health insurance costs might remain the same.
Ohio Sen. Sherrod Brown says 'Rothification' would make saving for retirement more expensive.
