Retirement

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.

Offer ‘solutions more than products; ’the gig economy and the profession; new blog in town; and other highlights from our favorite tax bloggers.

Using RMDs to pay the taxes due on a rollover can ease the psychological pain of forking over money to the IRS.

Securities-based lending is up sharply as wealthy investors leverage gains in their stock portfolios into low-interest loans for pricey purchases.

The Internal Revenue Service posted new rules Friday for multiemployer qualified retirement plans that have run into funding problems and need extra financial help from the Pension Benefit Guaranty Corporation.

Take a look around your own firm to see if an uncomfortable number of senior staff are on the cusp of retirement. Who will replace them?