Retirement

The House overwhelmingly passed legislation that would expand the tax benefits for retirement accounts to bolster the savings of Americans.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

New rules from the IRS around required minimum distributions address changes from the SECURE Act.

The bull market has made many wealthy clients overweight in single stocks. Here’s what they can do to diversify their retirement nest eggs and cut taxes.

The unit that checks employee benefit plans for compliance with various requirements scored dramatically lower on its quality reviews in recent years, according to a new report.

Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.

Inflation and higher wages can push earners up a tax bracket, while unchanged deductions can spark bigger tax bills.

With Senate tax writers in agreement with the House to ban the favored tax-free strategy, wealth advisors have a narrow window to make moves.

Here's a rundown of the most important changes poised to take effect five weeks from now, and how to take advantage of them or at least minimize the pain they could cause.

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.