One adviser helped his client avoid Social Security reductions by carefully mapping out when to take her benefits and pension.
Treasury Department's proposed regulation aims to curb tax-planning approaches that lower the valuation of stakes in corporations or partnerships.
The Republican nominee is trying to reset his presidential campaign after a string of missteps.
Democratic nominee's staff jabs Trump on releasing his returns.
Online users now require cell phone for text message verification.
Republican presidential candidate's acceptance speech to the RNC makes big promises but offers little specifics on how he would cut taxes or reform regulations.
Most traditional IRA investors start with rollovers.
Stark differences include one presidential candidate who seeks to raise income taxes on the wealthiest Americans while the other would cut them across the board.
It turns out that the explanation, which advisers need to watch out for, was rather simple.
<i>Breakfast with Benjamin</i> Based on their own rhetoric, this is how Hillary Clinton and Donald Trump would impact your wallet, if they win the White House.
Brent Brodeski of Savant Capital explains how his firm helps clients plan to pass on their money and values, and the upshot of doing so for advisers.
The future of tax reform and other adviser-related interests are getting attention at the Republican party convention. <b><i>(More: <a href="//www.investmentnews.com/gallery/20160721/FREE/720009999/PH"" target=""_blank"" rel="noopener noreferrer">10 sectors to watch when Hillary Clinton or Donald Trump become president</a>)</b></i>
New study shows ongoing bills impede savings and boost baby boomers' retirement income needs.
Mistakes in reported earnings can reduce future benefits.
Some believe it's an attack on capitalism; others think it will reduce volatility in the market. Read our story and take our poll.
The party is set to endorse a levy on securities sales and to defend the DOL fiduciary rule when it meets at its national convention in Philadelphia later this month.
The legislation, which would place a tax on stocks, bonds and derivatives trading, was rolled out now to elevate the issue in this fall's election.
States get additional guidance on how to administer 529 ABLE plans.
Legalizing same-sex marriage nationwide opens the door for spousal, survivor, disability and Medicare benefits.
Foreign workers and dependents retiring abroad face complicated rules.
