Financial planning

As both major Presidential candidates’ campaigns get into full gear, some of their positions on tax have become clearer, while others are still up in the air.

How to figure out if your firm should be offering wealth management services

Assets in college savings plans named for an obscure section of the Internal Revenue Service code hit a new record this summer, totaling $266.2 billion. That’s up 5.1 percent from a year ago, when assets in the accounts stood at $253.2 billion.

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

Ernst & Young has released the results of a new survey on financial wellness, indicating that many people have no idea how much they will need to retire.

The Internal Revenue Service has issued final regulations allowing pension recipients to split their benefits between both monthly annuity payments and a lump sum.

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

It’s back to school for university endowments and U.S. lawmakers.

Sen. Ron Wyden, D-Ore., the ranking Democrat on the Senate Finance Committee, released a discussion draft of proposed legislation that would prevent taxpayers from putting more than $5 million in an individual retirement account.

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

We all use the cliché that we give the clients the best we've got, but what does it really mean?

Guiding your clients into and through their post-work life

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

The Internal Revenue Service unveiled a new procedure Wednesday to help people who accidentally miss the 60-day time limit for rolling over their retirement plan distributions into another qualified retirement plan or individual retirement account.

Most people have never heard of the alternative minimum tax, and those that have probably would love to forget about it and wish that it would just go away.

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

Employer anxiety about offering you a 401(k) plan is rising rapidly, and for potentially good—and expensive—reasons. Class-action lawyers are targeting a wider variety of alleged breaches of fiduciary duty in retirement offerings and suing a broader range of entities, including college and university 403(b) plans.

Longer lives and the prospect of weaker investment returns mean millennials will probably have to save more money, over a longer period of time, than their parents and grandparents.

For several decades, estate planners have been using entities such as family limited partnerships or family limited liability companies as an estate planning tool.

The Internal Revenue Service has issued a revenue procedure saying a charitable remainder annuity trust that includes a sample provision in its governing agreement won’t be subject to a test that could disqualify it.