Retirement

Good luck getting in to see an estate planner if you don’t already have one. Cross your fingers if you do.

Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.

Any type of unreimbursed long-term care expense, be it for a mental or physical impairment, can completely ruin a client’s personal and retirement plans.

An in-depth look at the provisions being considered for the new legislation.

But proposals from the Biden administration might slow the flow of wealth into mega-IRAs.

Two of the most generous tax loopholes are on the chopping block, the latest surprise in emerging tax increases.

While Biden isn’t getting some of his proposed tax increases on the wealthy, some surprising new hikes may be in the works.

Fighting among Democratic lawmakers over proposed hikes in individual and capital gains taxes is intensifying, creating more questions and opportunities for advisors.

The number of accounts with balances of at least $1 million grew 84% year over year, while the number of seven-figure IRAs jumped more than 64%.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.