The Social Security Administration recovered $4.9 billion in overpaid benefits last year, according to a report to Congress.

Financial advisors and their clients will need to prepare for many possible outcomes by focusing on the key themes around these eight TCJA policy issues.

President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.

Banks' latest annual reports, filed in the early weeks of the second Trump administration, provide a window into how the industry is adjusting to a new political climate.

Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.

The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.

Critics including President Trump are ramping up the pressure on large corporations to drop their programs. But others doubted the firms' sincerity all along.

The hearing last month explored the legal process for enforcing the fiduciary duty of retirement plans to avoid excessive recordkeeping fees.

Advisors say they are watching these changes closely, making portfolio adjustments where needed and generally reassuring nervous clients that they have planned for this sort of volatility.

Whether these are watershed moments or not, markets have taken notice of the latest artificial intelligence advancements.