Tax planning

SECURE 2.0 fueled an expansion of the 'Cadillac' of nest eggs. Here's what you need to know.

Rep. Jason Smith will lead the powerful House Ways and Means Committee.

The new year brings a new tax season and the opportunity to advise clients on ways to save money on their taxes.

The package is aimed at boosting retirement security for most Americans, but several key provisions are useful for the affluent.

The next generation of the ultra-rich say they're ready for succession. The executives responsible for managing families' fortunes aren't so sure.

An academic paper challenges the entrenched message that America faces a retirement crisis.

If the program ultimately moves forward, tax professionals should know about the rules when advising their clients.

Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.

The federal government's child tax credit just had its 25th anniversary, but not everyone is celebrating.