Tax

Those who fail to meet the cutoff face a hefty penalty that could hit as much as 25% of their dues.

Clients often underutilize deductions for work-related technology purchases and travel expenses.

Contribution limits in a Roth IRA could shrink for couples after marriage.

After a booking error by an advisor, a client barely avoided being taxed on $500,000 and dodged more than $200,000 in taxes and penalties.

Over the last four decades, the average income of retiree households significantly outpaced those still in the workforce.

Clients “want to participate, they want to co-create,” In|Vest conference attendees are told.

Overall donations to charity organizations fell by 1.7%, while total individual giving decreased by 1.1%, the first drop since 2013.

They may look good on paper, but such investments also come with thorny challenges.

But health care is probably more expensive.

Those with 1099 income have several tax-advantaged options.

These super savers have a few tricks up their sleeves to reach their goals.

An otherwise simple strategy has many pitfalls.

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.

The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.

Officials hope to peg capital gains to inflation before the president faces reelection.

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.