Financial planning

Women in the United States have a lot in common when it comes to managing their money. They prioritize financial stability and nearly half equate negative emotions with financial planning - far more than men.

Bizarrely, the administration’s plan targets two loopholes that pass-throughs often use to lower their tax bills, says Bloomberg's Alexis Leondis.

Ta is aiming to reduce turnover at Wells Fargo Advisors by revamping the succession planning program.

The purchase of Advicent comes just three months after a recapitalization merged the acquirer with Tegra118.

The administration's proposal for the capital-gains tax rate is in part a throwback to the Reagan years, an expert says.

The new rate, up from the current 37%, would encompass less than 1% of taxpayers, a White House official said.

The administration’s American Families Plan includes a bump in the top tax rate to 39.6%, but doesn’t specify thresholds for different types of filers.

If employees are a company’s greatest assets, then children are a person’s greatest treasure.

The actively managed offering will be available as soon as this summer, according to sources familiar with the plans.

If passed, the package would end the step-up in basis provision, which will mean significantly larger tax bills for wealthy estates.