Practice

IRS: There is a special rule for those who rent their residence for 14 days or less.

Seniors who consider filing for Social Security benefits before the end of the year to avoid a hefty increase in Medicare Part B premium next year are advised to drop their plan; Plus, eight ways to build more retirement wealth.

Almost half of U.S. workers didn’t have a company-sponsored retirement plan in 2013, compared with 39% in 1999, according to an analysis of Census Bureau data by the Schwartz Center for Economic Policy Analysis at the New School for Social Research in New York.

Only 42% of advisors have discussed long-term care with more than half of their clients. The reason for their reluctance may be due to clients' focus on saving money for retirement.

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.

Banks are working quietly behind the scenes to determine whether they should take the exemption that will allow them to charge commissions on retirement business.

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.

A new book by advisors for advisors sheds light on transition issues facing firm principals and their successors.

Instead of investing his clients' funds, Michael Donnelly used the money to pay for his own rent, car payments, golf club membership dues and his children’s private school tuition, the SEC said.

The German bank has faced questions and criticism in recent years about its internal controls.