Tax

Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.

Battles will ensue over the Trump tax plan’s treatment of payments to former spouses.

Although smaller companies could be volatile, those that pay dividends tend to be more mature and profitable.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

Homebuyers are most likely to slow their purchases or stay on course if mortgage rates rise above a certain benchmark, but some could act more quickly or drop out.

Underlying strategies make them more tax-efficient than actively managed mutual funds, an expert says.

After stellar performance in a hectic decade, advisors home in on these funds.

The law has numerous income tax consequences for individuals and businesses.

Advisors need to be aware of how the new tax law will affect high-net-worth clients across the country.

As long as their earnings won't exceed the limit set by the Social Security Administration, they will not lose their benefits.

Claiming above-the-line tax write-offs doubles the standard deduction.

Getting clients to understand how volatility is an essential part of investing isn’t easy, but is even harder when stocks had been in the midst of an uninterrupted bull run.

What some clients tried to claim on their tax returns shows they often don't know much about accounting.

The products exceeded their previous monthly flows record by nearly 30%.

Entrepreneurs who suffer continuous losses could find their work classified as a hobby by the IRS.

Securities Service Network is entering a space usually regarded in the industry as the specialty of HD Vest and 1st Global.

A more comprehensive approach to low-cost investing could save thousands for retirement age clients.

What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.

Personal income is not subject to state taxes in Alaska, Florida and five other states, while 31 states do not impose taxes on Social Security benefits.