Trump's tax plan could create a disincentive for Americans to give as much to charity, especially when adding in the estate tax repeal.
If you have avoidable gains, it generally won't make any sense to use the strategy.
New Fidelity survey shows more Americans plan to wait to claim benefits.
Trump's proposal doesn't touch such deferrals, but stakeholders fear Congress will attempt to use 401(k) plans to offset tax cuts.
With many details yet to be ironed out, the list of goals unveiled Wednesday includes lower business and individual rates, a higher standard deduction and elimination of the net investment income tax and estate tax.
Walter Marino allegedly profited from advising elderly clients to buy new contracts.
Capping pass-through entity taxes at 15% would help advisers and many of their clients.
Michael Kitces outlines three strategies to overcome sequence-of-return risk.
Some firms that currently allow advisers to report indexed-annuity sales as outside business are considering bringing it in-house to better monitor their brokers, control risk and potentially take a cut.
Company is leveraging the expertise of TIAA-CREF to reduce portfolio volatility.
Forgetting to take the minimum required distribution is one of several RMD mistakes any client can make. Here’s how financial advisors can help
For some, freelance work replaces pensions in traditional retirement three-legged stool.
For some, freelance work replaces pensions in traditional retirement three-legged stool.
Distrust between school districts and unions, as well as potential financial incentives, factor into lack of reform.
A TurboTax executive discusses why Americans procrastinated this tax season and the future of tax preparation.
Among 25- to 34-year-olds living at home, one in four is neither enrolled in school nor working, according to new data from the Census Bureau.
Adviser's plan begins with the federal government setting aside money for each newborn baby for 35 years, to be invested for the child's retirement.
A key tax reform would do away with the federal deduction for state and local taxes, a move that would especially hurt taxpayers in high property tax states like New York, New Jersey and California.
T shares and clean shares increase transparency and reduce entrenched conflicts of interest, offering a cost benefit to investors, the fund researcher finds.
Fees and costs remained at or near the top of respondents' answers in a new survey by Pacific Investment Management Co., no matter how the questions were phrased.
