Portfolio

IRS prosecutions spike in April, possibly as a not-so-gentle reminder during filing season that there can be a big price to pay for tax evasion and tax fraud.

The decrease in the number of cases reflects recent budget and staffing cuts, according to the IRS.

A ranking of the states with the most IRS audits and the most state audits, according to a new study.

Clients can take an early retirement and withdraw from their accounts without paying any penalty if they opt for a substantially equal periodic payment program in their pre-tax IRA and 401(k) plans; Plus, how to navigate Social Security's highways and byways.

Placing the opportunity for ordinary investors to invest in hot pre-IPO companies in a fund required SharesPost to first answer a question: how exactly would the fund be structured?

BlackRock, the world’s largest asset manager, said it would change its lineup of money-market mutual funds to make them comply with new federal regulations.

Focus Financial expand into Southeast with family-owned firm that has $600 million in AUM but no succession solution.

HighTower adds a group led by one of On Wall Street's Top 40 Advisors Under 40.

Financial Planning surveyed its readers to ask about compensation trends, their current structure and any changes their firm was making. We found some of the answers surprising.

More Democratic lawmakers are pushing for a measure that would increase Social Security benefits and raise payroll taxes to address the program's financial woes; Plus, how retirees can reduce their RMDs with a Roth conversion.