Taken together, the proposed rule change is projected to generate additional revenue of between $40 million and $160 million ...

The lifetime gift and estate tax exemption could return to 2017 levels, adjusted for inflation. The exemption is $13.61 ...

Post-Secure Act, beneficiaries who inherit retirement accounts must empty those accounts within 10 years of the original account owner's death unless the beneficiary qualifies as an eligible ...

The most likely path forward is a reconciliation-based process that would allow lawmakers to fast-track extensions of the 2017 tax cuts, Anna Tylor and Jonathan Traub of Deloitte say.

The broker-dealer, earlier known as SagePoint, was fined $250,000 for issues with this matter and another account.

One tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.

Ameriprise accuses LPL of encouraging recruits to abscond with client data; LPL says Ameriprise aims to restrict competition.

Planning experts say it's key for advisors to remain flexible in case the tax rules undergo unexpected changes.

Whatever our views on abortion, gun rights or the limits of the First Amendment, we're all getting older. Lawmakers and advisors alike need to remain committed to solving problems, especially on ...

Fixed income annuity contracts are a great hedge against longevity risk that can help provide retirement income sufficiency ...

With Donald Trump's win of the presidency Tuesday, political watchers say one of his top priorities will be making his ...

Schwab's Liz Ann Sonders, Creative Planning's Peter Mallouk and Carson Group's Ryan Detrick weigh in on what strategies to ...