Tax

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.

Worries over weak U.S. data, the impact of President Trump’s multi-front trade war and the interest rate outlook has whipsawed investors in recent weeks.

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.

Bullion is “once again trying to reclaim its role as a safe haven” amid trade war concerns and the Fed’s halt on rates, a strategist said.

The agency is asking taxpayers to account for multiple jobs within a household and to factor in the $2,000 child tax credit for each kid under 17.

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.

With income taxes attached to hardship withdrawals, they are often advised to carefully weigh other options.

The agency processed more of every major type of form during FY 2018 than during the prior year, with the exception of estate tax returns.

The chances of getting audited for people making at least $10 million plunged during the last fiscal year, IRS data shows.

Swiss banks face pressure across Europe, with prosecutors in France, Germany and Italy accusing them of helping clients hide money from tax authorities.

They are not required to pay taxes on income accrued from properties leased for no more than 14 days.