Small business

Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.

The rule can create significant tax savings, but in unskilled hands it can just shift the burden elsewhere.

Here are the top five areas of design to consider when developing a new brand and core message.

More wealth management pros are joining mastermind groups, driven by the growing realization that the isolation that comes with running a business can hold back the business’s success.

Conventional wisdom says to postpone filing for benefits until full retirement age or, even better, until your 70th birthday. Are there some cases when that doesn't apply?

IRS data provides all the information needed to figure out the answer.

The proposed regulations also provide guidance for taxpayers who hold interests in regulated investment companies.

There are still dozens of questions about how the tax break applies.

Benefits are meant to replace just 40% of preretirement income, so many retirees should consider creating new income sources, such as running a small business or renting out a property.

The SEC may have had good intentions, but the guidelines have distorted markets and reinforced the allure of companies that forego the IPO.

Being a fiduciary isn’t enough anymore, says BlackRock’s Hollie Fagan. At the same time, firms are losing specialized talent to retirement. Here’s the best way for them to stay relevant and profitable.

The proposed rule from the Labor Department would allow small companies with a common owner or those in the same trade group to band together and create multiemployer plans.

One way to avoid the additional burden is to take advantage of tax-deferred retirement accounts.

Tax cuts and other policies have stirred a stronger economy, but these results could mean vulnerable financial markets in the foreseeable future.

The order is for the Treasury Department to review rules that require mandatory distributions to begin when someone turns 70 1/2, and to make it easier for small businesses to offer 401(k) plans.

The upfront tax benefits are undeniable, but that doesn’t necessarily help business owners in the long run.

Leave this bad influence back where it belongs — in high school.

Divorced women are more financially prepared for retirement than their single, never-married counterparts because they are more likely to secure their marital home after the separation.

Here’s what advisors need to know about the 20% qualified business income rule.