One of the most broadly applicable adjustments involves how inherited individual retirement account beneficiaries satisfy their required minimum distribution obligations after the death of the ...

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 ...

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.

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 ...

The “animal spirits” being set loose by the economic policies of President-elect Donald Trump will send the S&P 500 to 10,000 by the end of the decade, according to veteran strategist Ed Yardeni. His ...

Term life policies were more popular with U.S. consumers applying for individual life insurance in October and universal life ...

Our annual compilation shares the stories of veterans now working in wealth management, told in their own words.

The S&P 500's 6,000 mark "is a psychologically significant milestone, and could invite even more investor interest in stocks, ...

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

The portfolios are managed by Brinker Capital and are being made available via both Orion Portfolio Solutions and on ...

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