More than $37 billion flowed into donor-advised funds last year as tax reform increased interest.
Billionaires 'would try to find assets that they can hide.'
Improved health, changing job characteristics and Social Security rules are responsible for the graying workforce.
Some strategies work better than others, but low portfolio turnover is a good predictor of potential tax consequences.
Reporting rules make clear how agency expects income from crypto holdings to be reported on tax returns.
Focus on after-tax returns and take advantage of tax-efficient structures when available.
Action reminds one expert of SEC requirement regarding improper share classes.
Economists determining how much someone is worth could lead to contentious standoffs between taxpayers and the IRS.
Although the ability to move funds from an IRA to an HSA is limited, it can be a valuable way to deploy IRA funds.
Her plan would hike payroll taxes on incomes over $250,000 to increase monthly benefits by $200.
The unofficial estimate would represent the smallest increase in benefits in three years.
Top Democrat on the Senate Finance Committee, seeks to change longstanding tax code that taxes aren't due until something is sold.
Only losses caused by events the president declares eligible for federal disaster relief are tax-deductible.
Study looks at how the Massachusetts senator's plan would have affected the wealthiest if it had been in place since 1982
Claiming benefits on an ex can speed collection of benefits on a new spouse.
2026 marks the end of full tax benefits for investors in Opportunity Zones. Find out more about this investment tool, the history behind it, and key aspects to consider.
The two transferred some class B shares, which have more voting rights, to class A common stock to make the donation
A type of trust known as a GRAT allows for larger tax-free transfers when interest rates are low
It's critical that advisers educate clients about the benefits and trade-offs related to claiming Social Security at various ages.
Because they were unconventional, the wills could be challenged.
