Lynnley is a business journalist who previously worked for Bloomberg, The New York Times, Newsweek and The Boston Globe. She spent seven years in the 1990s in Russia, where she covered energy and commodities for Reuters in Moscow. A graduate of Princeton University, she is fluent in Russian. In a recent cover story, she examined how some
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While depositors will be made whole under an extraordinary move by regulators, a fire sale of the entire bank and advisors fleeing to competitors create new challenges.
March 12 -
Contributions to 401(k)s and IRAs now can reduce your 2022 taxes soon due this filing season. Here's what advisors, many of whom can themselves benefit, need to know.
March 7 -
Affluent investors typically have more complicated financial lives and more ways to get things wrong when filing federal tax returns in 2023.
February 28 -
New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.
February 26 -
A new study found that opting for an in-state plan isn't always the best choice.
February 21 -
The agency said unexpectedly that it was still deciding whether state rebates to taxpayers were taxable income.
February 8 -
A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.
February 7 -
Millions of the oldest members of the cohort have roughly 10 good working years left to stockpile for their golden years. And many are in trouble.
January 31 -
The 2023 season just opened, but you should still plan now for next year.
January 24 -
Amid the end of pandemic credits and investment losses, filing a federal return this year has sobering moments.
January 17 -
SECURE 2.0 fueled an expansion of the 'Cadillac' of nest eggs. Here's what you need to know.
January 10 -
The package is aimed at boosting retirement security for most Americans, but several key provisions are useful for the affluent.
December 27 -
An academic paper challenges the entrenched message that America faces a retirement crisis.
December 20 -
Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.
December 13 -
From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.
December 6 -
With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.
November 27 -
The agency aims to hire scores of auditors, but there's a nationwide shortage of accountants.
November 22 -
Taking the prize in annual installments over 29 years, rather than all upfront, dramatically increases the windfall. Lottery victors with seven-figure winnings can also reduce their tax bill.
November 8 -
As wealth management firms and advisors increasingly wear two hats, it's getting harder for investors to know when they're overpaying for products and advice.
November 1 -
A lucrative deduction for luxury vehicles used at least half the time for business will start tapering come 2023.
October 25
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