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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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 -
Inflation adjustments to tax brackets mean many Americans will owe less money to the IRS. But persistent inflation may erode the boost.
October 19 -
An IRS proposal has spawned confusion about whether non-spousal heirs to Roth plans need to take RMDs before draining the accounts after 10 years.
October 18 -
Beneficiaries won't get hit with a 50% penalty for not making withdrawals in 2021 and 2022 — an unexpected move by the IRS. But questions still remain.
October 10 -
New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.
October 4 -
Some favorite techniques used by the wealthy in recent years aren't looking so good amid higher interest rates.
September 27 -
ERC "mills" have come out of the woodwork to lure small business owners into taking a lucrative tax credit they don't qualify for. Here's what advisors need to know.
September 20 -
Investors tend to "chase yield" in tough economic times, but there's a price to that.
September 13 -
The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.
September 6 -
Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.
August 30 -
A tax receivable agreement, popular in public offerings but controversial in some eyes, would regularly send extra money to insiders.
August 25
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