Bankruptcy appeals panel said IRA and 401(k) assets obtained through divorce can't be shielded from creditors.
Advisers are dealing with a generation of investors who have never lived through a prolonged downturn.
While the new tax laws will complicate year-end planning, there are some moves you can make for your clients
Limits on federal deduction for state and local taxes could put them at a disadvantage in negotiations with free agents
While last year's overhaul didn't change tax rules on the sale of a residence, some clients still try to apply rules that have been out of date since the late '90s.
Advisers say people most likely to participate also meet the income and net-worth thresholds to qualify as accredited investors.
Limits on federal deduction for state and local taxes could put them at a disadvantage in negotiations with free agents.
Mnuchin says benefit could be a $100 billion investment opportunity for real estate and businesses in distressed areas.
How to lower expectations when clients think they're owed a bigger Social Security benefit.
A shift in control of the House could change the course of important issues, including the SEC advice rule, tax reform and retirement policies.
It's the largest annual cost-of-living increase in benefits since 2012.
It's the largest annual cost-of-living increase in benefits since 2012.
Property investors discover a way to work around sky-high property taxes and new federal limitations on deductions.
A qualified HSA funding distribution gives clients a one-time chance for a tax-free distribution of funds from an individual retirement account.
A type of trust known as a GRAT reportedly helped the Trumps save hundreds of millions of dollars in gift and estate taxes
Money flowing into donor-advised funds far outstrips grants being made from the funds.
But medical expenses will consume a growing portion of retirement budgets.
Type of trust known as a GRAT reportedly helped the Trumps save hundreds of millions of dollars in gift and estate taxes.
Companies can still deduct 50% of meals while entertaining clients and customers.
Options include boosting benefits for widows and the poor at the expense of high earners.
