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.