Tax strategies

New legislation that aims to give workers greater opportunities to save may put the kibosh on a strategy for passing large individual retirement accounts to heirs.

The average expense ratio among the top-performers is 40 basis points higher than the average.

They’re rare, but terrifying. Bear these points in mind when you or your clients face a tax exam.

The IBD's advisors can expect new technology and product offerings, says David Knoch.

Annuities with guaranteed lifetime withdrawal benefits tout longevity protection, but naysayers warn of added complexity on an already confusing instrument.

There are still several moves that clients can make to reduce their 2018 tax bill.

Errors are regrettably common. They are also easily avoidable.

New innovations increase participation by making it easier to save and invest for retirement, an expert says.

This interactive tool challenges conventional wisdom about planning for retirement and offers a smart and streamlined way to plan for your future.

The Treasury and IRS are lowering the withholding underpayment threshold to 80%.