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.
Rise in Medigap premiums is outpacing Social Security's cost-of-living adjustment, and the disparity is likely to get worse in 2020.
Worker must claim benefits to trigger the spousal benefit for a mate.
Clients can use traditional IRAs to realize tax benefits related to medical expenses, business losses and charitable contributions.
Latest batch of letters signal that the agency is increasing its focus on cryptocurrency tax compliance.
The agency may have fixed a big tax problem for RIAs, but issues remain with many fee-based products.
Rules around net operating losses would take away a helpful cash infusion for businesses in years when they lose money.
Advisers need to monitor the political landscape and develop backup plans.
Agency issued a private letter ruling to Nationwide indicating that pulling an advisory fee from the annuity doesn't create a taxable event.
Is your business qualified for the pass-through deduction? Find out and see if you can get it
Forced to slow down, our columnist has a lot to think about concerning her future.
The move follows reports that China is responding to U.S. president's threat of more tariffs.
Provision would pay for other aspects of retirement-savings bill.
What should taxpayers do if they get an IRS letter warning that they may owe taxes on their digital holdings?
