IRS

Early withdrawals from employer-sponsored plans can derail retirement, but may be necessary.

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.

The Internal Revenue Service granted additional relief to victims of Hurricane Harvey on Wednesday by making it easier for 401(k)s and other employer-sponsored retirement plans to give loans and hardship distributions to aid victims.

The agency will allow some Texas residents to file certain individual and business tax returns and make some tax payments as late as Jan. 31.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

Certain laws may require them to maintain the coverage with their former spouse.

Wealthy people in their 80s have the highest average net worth of any age bracket, according to the agency's study.

What clients don’t know could cost them hundreds of thousands of dollars.

These two accounts are both funded with money that has already been taxed, but there are still important differences that clients need to know.