Retirement

The Top 10 Firm's guide aims to help taxpayers and tax pros deal with the many tax changes of the past year and the ones expected to come next year.

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

How advisors handle tax advice for their clients can depend on how large their firm is.

The service lifted the limit from $19,500 as part of its annual inflation adjustments.

With banks and the Federal Reserve now eyeing more lasting inflation, many financial advisors are adjusting things for their clients.

The Internal Revenue Service issued guidance to assist employers who are rehiring retirees or retaining employees past retirement age as a way to find qualified workers in a tight labor market.

The Social Security Administration said Wednesday that Social Security and Supplemental Security Income benefits will go up 5.9% next year, affecting approximately 70 million Americans.

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.

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.