Suzanne Woolley

The IRS equivalent of a SWAT team gives examinations that are "the audits from hell that your grandfather warned you about," an attorney says.

The funds often benefit from a low-cost halo, but they don't all deserve to bask in that glow.

A class action suit against Fujitsu Technology and Business of America and similar cases alleging fiduciary breaches may signal an oncoming wave of litigation targeting small retirement plans.

A generation crosses a finish line and finds the IRS waiting. Here are some tips to help them minimize the bite.

One recommendation takes aim at the home loan tax deduction — in some cases.

Looking for signs of what kills some advisory relationships.

FINRA's BrokerCheck shows that 7% of advisors were disciplined for misconduct, including putting clients in unsuitable investments and trading on client accounts without permission, a new study says.