Politics

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

The agency has cleared out much of its mammoth backlog of unprocessed returns, but scores of individuals and small business owners remain in limbo.

The Build Back Better reconciliation bill would raise the SALT cap to $80,000 from $10,000, and that impact varies widely from state to state.

How advisors handle tax advice for their clients can depend on how large their firm is.

Once again, the proposal would cap certain IRAs and require distributions once thresholds are met.

The regulator asked Direxion to pull its own application the same day it was filed.

At SIFMA’s annual conference, Charles Schwab CEO Walt Bettinger warned about potential overreach when it comes to regulating payments for order flow.

Markets have matured enough to allow investors to hold a true crypto ETF.

The latest proposal underscores a fierce fight in Congress over ways to pay for Biden's slimmer social-spending agenda.