Small business

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.

Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable workers to build savings.

Instead of making quarterly tax payments, retirees have the option of having the payments withheld from their Social Security and pension benefits.

Salary-reduction arrangements can exclude up to $520 each month from a client’s taxable income to cover these expenses.

Drop that Excel spreadsheet. Here’s why your business plan should fit on just one page ... in Word.

The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?

While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”

A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.

Congress created a juicy new tax break, yet hundreds of thousands of clients still don’t know if they can claim it.