Tax strategies

Despite changes in the new law aimed at scrapping a penalty for most new couples, those from high-income households may owe more this year.

A client's retirement savings depends on four key factors, says the leading RIA executive.

Careful planning can help prevent them from shrinking their benefits based on misperception.

Under new rules, small business owners can offer their workers tax-free dollars to buy health coverage.

Advisors can’t underestimate the emotional toll an exit can impose.

Well over half say they would back Sen. Elizabeth Warren’s plan to tax those with more than $50 million in assets, a survey finds.

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.