Practice

The strategy could provide lifelong cash flow by trimming longevity risk.

The IBD's longtime head stepped down as part of a plan to remake the firm.

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

Retirees should ensure that they take their first required minimum distribution from their tax-deferred retirement account in the year they reach 70 1/2 or face a 50% penalty.

The regulation's enforcement provisions will not take effect until July 1, 2019, the Labor Department said.

The uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help clients and businesses prepare for filing season, here are helpful tips.

Conventional wisdom is that 60/40 portfolio is highly effective. But there could be a better way to accompany large-cap U.S. stocks than U.S. bonds.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

Don’t try to be a jack-of-all-trades. Instead, view advising as a team sport and build a powerhouse lineup of pros, John J. Bowen Jr. says.

Their use has jumped 1,035% with assets topping more than $1 trillion.