Andrew Shilling

Under new rules, small business owners can offer their workers tax-free dollars to buy health coverage.

Well over half say they would back Sen. Elizabeth Warren’s plan to tax those with more than $50 million in assets, a survey finds.

The firm says it will focus the new funds on tech, demographics, urbanization, climate change and emerging global wealth.

The losers “offer exposure to extremely narrow and volatile segments of the market,” an expert says.

The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.

The firm expects shareholders will save an estimated $3.2 million, annually.

The ETFs that bested the strategy “offer exposure to extremely narrow and volatile segments of the market,” an expert says.

The agency is asking taxpayers to account for multiple jobs within a household and to factor in the $2,000 child tax credit for each kid under 17.

With double-digit annualized returns produced by nearly all of these funds, the ranking illustrates the broader trend toward passive investing.

With income taxes attached to hardship withdrawals, they are often advised to carefully weigh other options.

As much as 46% believe Medicare will cover the costs of long-term care.

The top 20 collected nearly $1 trillion in combined assets.

They are not required to pay taxes on income accrued from properties leased for no more than 14 days.

Nearly all posted losses over the last year.

In one case, a 6-year-old owed $7,000 in federal taxes two years after his father, a U.S. Navy senior chief petty officer, died of a heart attack.

Most inflows in the space went to products with over 80% of their assets in index funds, new research from Morningstar finds.

With longer life expectancies leading to increased health care spending later in life, experts are second-guessing the 10% savings rule.

These double-digit returns came at a price lower than the rest of the sector.

“People didn’t want to use up their estate tax exemption,” but that has changed as a result of the new law, an expert says.

Since making the decision to join Jeffrey Gundlach at DoubleLine, Luz Padilla now oversees a 16-person team with nearly $9 billion in AUM.