Tax

With input from tax influencers, a Keeper report discusses five enduring Tiktok myths about personal finances.

For clients who own investment properties, there are options that can make life easier.

The move comes after Washington State said it would impose a 7% tax on an individual's long-term capital gains exceeding $250,000.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

The service's Criminal Investigation unit investigated 975 tax and money laundering cases related to COVID-19 with fraud totaling $3.2 billion.

Financial advisors are flooded with questions from panicked clients. Here's a field guide to answers.

The 4% rule isn't the only option. Plus, one counterintuitive idea says retirees can live larger this year.

Contributions to 401(k)s and IRAs now can reduce your 2022 taxes soon due this filing season. Here's what advisors, many of whom can themselves benefit, need to know.

Affluent investors typically have more complicated financial lives and more ways to get things wrong when filing federal tax returns in 2023.

New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.

Two-thirds of small-business owners would rather get a mullet or remove a nest of angry bees than do their taxes. 

A new study found that opting for an in-state plan isn't always the best choice.

Last year was a disaster for bonds (and stocks), but some fixed-income U.S. ETFs that focus on exotic assets or use complex strategies have had a truly horrible decade.

IRS algorithms in determining tax returns to audit, enforcement policy and resource constraints result in significant racial disparity in returns chosen for a tax audit.

With 10 to 20 good working years left, financial advisors describe what their middle-aged clients are doing to get ready for a non-work life.

Estate planning experts from Bank of America Private Bank, Citi and Trust & Will shared advice on five common hurdles they see when working with couples.

The nation's tax collector decided that it won't tax state rebates and refunds issued last year, just one week after telling taxpayers to hold off on submitting a federal return.

The agency said unexpectedly that it was still deciding whether state rebates to taxpayers were taxable income.

A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.

An in-depth look at the provisions of the new act and how they impact retirement planning.