A Tax Policy Center study has estimated that in 2015, Romney would need to eliminate $320 billion in tax breaks, or 30% of the total, to pay for his proposed 20% reduction in tax rates.
Variable annuities aren't the great deal they used to be, what with insurers pulling back on generous benefits and offering to exchange onerous payouts for a bump up in account values. But now, an SEC official has fired off a warning shot about such practices
Will require that brokers perform reasonable due diligence to understand the nature of the recommended strategy or securities product and whether it's suitable
Election could be big loss for those with capital gains
President promises to shoot down bill extending Bush era tax cuts for wealthy; does not augur well for HNW clients
Few make enough money to be hit by 3.8% surcharge; did insurers cry wolf?
National Financial Partners Corp. is bulking up its presence in the property-casualty space in an effort to bolster revenue.
President Obama on Monday announced he wants to extend the Bush tax cuts for middle-income families -- for 12 months.
In the middle of a presidential election year, it's natural to focus on the combat for the White House. The real impact of the vote this November, however, will be felt at the regulatory level by the personnel who are appointed by the president and implement financial-services rules.
But Labor's Borzi says single standard impossible since two agencies operate under different statutes
Supreme Court decision could muddle end of the year wrangling in Congress; which taxes are in, which are out
The latest Brinker Barometer survey shows that most advisers want this term to be Obama's last
The $20.5 trillion fiscal gap separating Social Security's liabilities and assets -- its unfunded liability -- is enormous; it is 1.4 times U.S. gross domestic product and 34 times annual Social Security taxes.
In a move that should cheer shareholders, Wells Real Estate has decided against charging clients an internalization fee.
Guardian web site explains what plan advisers do, and what they get paid for doing it
Judge's ruling keeps Penn Treaty in business, but large rate increases could follow
New data triggering a rethink about vendors; clients open to switching
A Virginia couple who donated their house to local firefighters for a training exercise can't deduct the property's value from their federal income taxes, a divided U.S. Tax Court has ruled
