Ben Steverman

The most important quality of the so-called 501(c)(4) organization boils down to one word: control.

Just 1,275 families paid $9.3 billion in estate tax in 2020, down from $20 billion from nearly 5,500 families in 2018.

Well-off professionals in costly areas of the U.S. are set to get a windfall from competing plans to change the deduction limit for state and local taxes.

Sure, you might have to actually pay U.S. taxes on those crypto trades. But at least it will be easier to figure out how much you owe.

The president-elect's pledge to repeal President Trump‘s tax cuts as soon as he is inaugurated may be stymied for the foreseeable future.

The richer they are, the more options clients have to insulate themselves from the coronavirus and its effects.

Only 4% of U.S. retirees are waiting until they turn 70 to claim benefits, the age when payments reach their maximum level.

The White House has made fiduciary part of investors' vocabulary.

Never make a major decision after a funeral, the financial advice goes, because grief can warp judgment. And much of the country might as well be wearing black.

Advisers are betting that the president-elect’s promised tax cuts will come as early as next year, and they’re telling wealthy clients to move now to make the most of it.

A tax bill passed in 2017 normally would go into effect in 2018, but the fear is that it could be retroactive, which happened once before under a President Clinton.

Failed marriages for aging baby boomers has doubled, forcing them to work longer and impacting financial planning, sometimes in the wrong way.

The surge of women in the workforce in the 1970s and 1980s means that they have job skills, connections and careers that they can continue to pursue, says Ben Steverman.

These funds were once an insult to investors who prided themselves on picking the best stocks out of thousands.

Under the current estimate, 2034 is the year when the administration can no longer pay full benefits. But the program should still be able to pay three-quarters of benefits at that time and for decades afterward.

Customers will have two investment options: an ETF-only portfolio and one that includes actively managed mutual funds, along with index funds.

If you raise rates on the rich, will you lose them to other states? A study of 45 million IRS records suggests it doesn’t work that way.

Why would anyone spend $24 million to buy a 1% stake in the Yankees? For wealthy sports fans, it's cool — and can be one heck of a tax shelter.

You might expect aging boomers to postpone their retirements after watching stocks tumble. Instead, nearly 403,000 American workers and their spouses were awarded their first Social Security checks in January, the highest monthly total in three years.