Advisers who pull their fee from nonqualified annuities could cause a taxable event for their clients.
Senators assert congressional authority to change policy
Rising rate of gray divorce in the U.S. requires financial advisers to understand different planning strategies
Lower Social Security income is not just a possibility.
A $20,000 Roth conversion turns into a $2 million tax disaster, demonstrating why clients need advisers for critical IRA moves.
Study finds suboptimal timing costs $111,000 per household.
The administration is working on a plan to index capital gains to inflation, and it might do so in a way that bypasses Congress.
Not addressing important financial issues before deciding to combine two households can lead to a disaster.
Financial pros argue that a transaction levy will hurt mom and pop investors along with investment houses.
Officials in high-tax states say Democratic-led states have been targeted to pay for the cuts.
Giving by corporations, foundations, as well as individuals, fell an estimated 1.7%.
The Supreme Court upheld same-sex marriage. What does this mean for married and unmarried gay couples now?
Before gifting stocks to friends and family, investors and advisors should consider the tax implications.
The move can boost future benefits — but beware of unintended consequences.
Arguments by Northeastern states in court hearing later this month deemed a long shot by legal experts
Find out about the different Roth conversion strategies available to you
Two exceptions can ease the sting of offsets that reduce benefits.
New regulations prohibit arrangements in which residents get state tax credit in exchange for charitable contributions.
If the president follows through on threats to impose levies on imports from China and Mexico, middle-earning households could end up paying almost $4,000 more
Shortened life expectancy puts the focus on future survivor benefits.
