Tax planning

For the last 100 years, the transactions have helped ensure the continuity of an original investment, with wide-ranging economic benefits.

The requirement, buried in the $1 trillion infrastructure law passed last year, mirrors one for brokerages and has flown under the radar.

“Inflation psychology” is back, complicating financial planners’ discussions with unnerved retirement savers.

A new bill taking shape in Congress is full of popular ideas and backed by both parties. But some experts say it doesn’t go far enough.

Nobody likes investment losses, but they do have an upside.

The SECURE Act is unclear about whether some inherited retirement accounts have to be emptied out in 10 years or five.

When the tax agency said annual withdrawals would be required before an account is drained by year 10, it created a firestorm. Here's what's happening now.

The new law requires digital apps and online marketplaces to send a tax form to both the IRS and a recipient who receives $600 or more a year in online payments.

Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink.

Grantor-retained annuity trusts thrive in a volatile stock market. Here are the lucrative tax reasons.