Tax

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.

Some seniors are missing out on a potential 20% tax deduction, and “no one is talking about what a wonderful retirement planning technique" it is, says an expert.

Seniors in this position may face a tax bill and possibly a penalty if they dip into their 401(k) prematurely, says an expert.

The tax law overhaul has created planning opportunities.

“People didn’t want to use up their estate tax exemption,” but that has changed as a result of the new law, an expert says.

Rather than developing a new family of ETFs, the asset manager created them as a share class within its existing mutual funds.

The bank allegedly helped French clients evade taxes.

A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.

As retirement horizons grow, the rich are less willing to focus on generational wealth transfers.