Financial Planning

Donald Trump to the rescue? The $8.55 trillion bond market has bucked concerns over mounting company indebtedness and so far resisted fears about the knock-on effects of the potential unraveling of the 35-year-old bull-run in government debt.

The Treasury Department is partnering with TaxAct, TaxSlayer and Intuit’s TurboTax to encourage tax filers to open retirement savings plans.

What the government returns can go right into an IRA for added benefits now and in the future. Plus, keep a parent's savings alive, even if they're not.

The American Institute of CPAs has updated the “body of knowledge” document that provides information to CPA financial planners on what they should know about taxes and other matters.

Clients who invest their IRAs in assets such as real estate, precious metals, private equity or virtual currency like bitcoin could be jeopardizing their savings, according to a new GAO report.

Notice says account transcript that includes a transaction code of “421” and the explanation “Closed examination of tax return” can serve as the functional equivalent of an estate tax closing letter.

U.S. Wealth Management CEO John Napolitano discusses in this video the importance of budgeting during one's golden years.

Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.

Like everything else in our world, change is about to happen both more quickly and more frequently in the planning world.