Financial Planning

Two new surveys highlight the differing financial situations of older and younger adults.

As Donald Trump prepared for the Republican primaries, he transferred dozens of his most prized assets, the “Trump” trademarks that adorn everything from hotels to ties to his U.S. golf courses, into a new Delaware-based company—a move that offers him a chance to cut his income-tax bills.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

When it comes to taxes, millionaires have short fuses. Ratchet up their rates and they'll blow you off and move to a low-tax, or no-tax, state.

Make sure you’re working with the right clients

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Now that it’s springtime and the birds are chirping, it’s important for your tax clients to consider education-related expenses when applying for federal financial aid.

Public companies in the U.S. are doing more to burnish the results they present to investors than ever before. It isn’t working.

Last month, the U.S. Department of Labor issued the final fiduciary rule, which significantly affects advisors who render investment advice to Individual Retirement Account owners.

The Internal Revenue Service has released final regulations for disbursements from Roth individual retirement accounts, removing the allocation rule for disbursements from designated Roth accounts to multiple destinations.