Tax strategies

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

The 4% rule isn't the only option. Plus, one counterintuitive idea says retirees can live larger this year.

Contributions to 401(k)s and IRAs now can reduce your 2022 taxes soon due this filing season. Here's what advisors, many of whom can themselves benefit, need to know.

Affluent investors typically have more complicated financial lives and more ways to get things wrong when filing federal tax returns in 2023.

New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.

A new study found that opting for an in-state plan isn't always the best choice.

With 10 to 20 good working years left, financial advisors describe what their middle-aged clients are doing to get ready for a non-work life.

Estate planning experts from Bank of America Private Bank, Citi and Trust & Will shared advice on five common hurdles they see when working with couples.

The nation's tax collector decided that it won't tax state rebates and refunds issued last year, just one week after telling taxpayers to hold off on submitting a federal return.

A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.