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 ...

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 ...

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.

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

Genworth Financial expects to get needed approvals to resume selling new long-term care insurance in 25 to 35 states in 2025, ...

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

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

The Schwab Mortgage-Backed Securities ETF (SMBS) carries a 0.03% expense ratio, in line with its lowest-priced peers, Schwab ...

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

Advisors who are experts at helping clients accumulate wealth may lack knowledge about the retirement income phase.

The market is more focused on the positive aspects of Trump's agenda with less concern on tariff impacts and wider policy ...