The president could issue an executive order that indexes capital gains to inflation, which would cut investors' tax bills
As COVID-19 has interrupted the retirement plans of millions, these products can play a role in their planning going forward, insurance execs said at the Retirement Income Summit
Businesses that donate to charities in exchange for a state tax credit can deduct those costs from their federal taxes, according to new regulation
The president is relying on an expansive and controversial reading of executive power that likely will face legal challenges
Wealth transfer isn’t just for the well-heeled anymore as business owners and families of wide-ranging income levels embrace the latest strategies to keep intergenerational assets in the family — and out of the hands of the IRS
If clients turn 65, and are still working and covered by an employer’s group health insurance plan, should they sign up for Medicare Part A?
The Insured Retirement Institute calls for raising RMD age, allowing catch-up retirement contributions
Act now to return unneeded required minimum distributions taken prior to the CARES Act
As COVID-19 resets Americans' retirement plans, surveys highlight the need for financial guidance to maximize benefits
The estimated benefit predicated for a client continuing to work at her current pay scale was calculated by Social Security. But, what about her benefits?
A column this week by former AQR managing director Aaron Brown questioned the benefits of 401(k)s
Bills have been introduced in both the House and Senate that would adjust the formula to avoid a drop in benefits for those who turn 60 this year
The pandemic has left the state facing a projected four-year deficit of $61 billion
Trump demands a payroll tax cut; lawmakers may not open gates to smaller provisions
The presumptive Democratic presidential nominee would raise capital gains taxes
Will a wife lose all of her Social Security benefits due to increased Medicare premiums triggered by her husband’s severance package?
People who aren't prepared for retirement at age 62 aren't more likely than others to keep working, but those who do tend to benefit financially, a recent paper found
Investors are painfully aware their retirement plans need a do-over. Here's the best approach
COVID-related job losses this year could reduce Social Security benefits for millions of people born in 1960
The Viagra college fund is alive and well, but the earnings test could reduce benefits
