by
Jacqueline Sergeant
Only 14 percent of Americans said they would turn to a financial advisor first for help.
by
Christopher Robbins
Advances in health care, increased longevity and a willingness to spend could dissipate familial wealth.
by
Laura Davison, Kelly Zegers
The Treasury Department dealt the final blow with regulations that block ways to circumvent the cap.
by
Dan Jamieson
The tax treatment of annuities can be wildly inconsistent, especially after death, advisor Michael Kitces said.
by
Joyce Blay
Only 10 percent of survey respondents gave themselves an "A" in personal finance.
by
Jeff Stimpson
There's a small percentage of taxpayers out there who think cheating is just fine.
by
Martin Z. Braun
More than 70% approve of raising the state income tax on individuals earning $500,000 or couples earning $1 million.
by
Laura Davison
The tariffs are essentially acting as a taxes on the products consumed by U.S. households.
by
Karen DeMasters
Unlike a lot of other famous singers, Petty had an estate plan. But let's just say it could have been worded better.
by
Jeff Stimpson
Here are some ways to mitigate the tax hit for shareholders when companies do a deal.
by
Joe Light
The carried-interest tax break lives on despite bipartisan opposition.
by
Ben Mattlin
Dr. Steven Podnos used a trust strategy to help a retired Air Force officer.
by
Gregory Bresiger
They want expertise, ethics and strong engagement, an industry group says in a new report.
by
Wei Lu, Lee Miller
Connecticut, meanwhile, is the biggest loser because many residents taking flight have high incomes.
by
Joyce Blay
About 57 percent of Americans don't know much at all about 529 plans, the survey said.
by
Laura Litvan
The tax would provide a disincentive for high-frequency trading, the presidential candidate's office said.
by
Bloomberg News
A change would require legislation, the Treasury secretary said.
by
Patrick Clark, Sydney Maki
The debate over whether courses carry their fair weight has raged around the country for years.
