Tax strategies

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

New contracts reached a 10-year high as key stakeholders praised a bill before the U.S. Senate which could expand the products to more 401(k) plans.

Early planning for potential tax hikes is key.

The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.

Funding a 401(k), 403(b) or company-sponsored retirement savings vehicle should come first, an expert says.

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

The ex-CEO of a tax-focused firm acquired by the network in 2012 now leads HD Vest and 1st Global following the $180-million deal.

Chris Moynes manages the finances — and lifestyles — of 75 hockey players, 10% of the NHL's active roster.

FINRA Rule 3210 typically requires permission for brokerage accounts.

A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.