Politics and policy
Politics and policy
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The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, with some caveats.
6h ago -
A new bipartisan bill has the potential to significantly decrease the number of retirees who deplete their savings due to long-term care expenses, according to Morningstar researchers.
7h ago -
As head of the SEC's enforcement division, Margaret Ryan is expected to pursue the administration's priority on fighting fraud and insider-trading cases, while taking a lighter touch than her precessor with the crypto industry.
August 22 -
The so-called "Magnificent Seven" are doing well, but experts say that doesn't tell the story of the overall economy, which is struggling under the surface.
August 18 -
In an increasingly choppy sector, experts say investing with caution and an eye on diversification is key.
August 13 -
Even the wonkiest experts are struggling to keep up with the latest macroeconomic data. Here are the key factors to watch in the coming months.
August 11 -
But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.
August 7 -
Between new senior tax deductions and fast-approaching funding shortfalls, it has been a turbulent few months for Social Security.
August 4 -
The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.
July 30 -
The new law could impair young talent's ability to save for retirement, making it leaders' responsibility to act proactively.
July 28