The Ways and Means list: The new Ways and Means list resembles compilations of cost-reduction ideas prepared regularly by the ...

Lawmakers are floating options like repealing interest deductions for student loans, mortgages and muni bonds.

Some advisors don’t follow up. They either assume the prospect is not interested or they intend to follow up, but forget. Don't be one of these advisors! You need a strategy.

The SEC, now helmed by Acting Chair Mark Uyeda, said the task force will be dedicated to coming up with a “comprehensive and ...

For many clients, the more relevant planning opportunity to consider in any given year is annual exclusion gifting — and ...

Goldman Sachs Group Inc. handed its top two executives retention awards valued at $80 million each and launched a program to ...

The researchers found that just 18% of all counties have a median income higher than the cost to maintain a small family. Out ...

Starting with the 2025 tax year, the SECURE Act 2.0 will require employers that establish new 401(k) or 403(b) plans to auto-enroll employees in the savings plans. The IRS has released proposed ...

3986.2 / What developments have emerged regarding a fiduciary’s consideration of environmental, social and governance (ESG) issues in making investment decisions?

For decades, clients who worked in various state and local government positions have seen their Social Security benefits slashed because of two key provisions: the Windfall Elimination Provision ...