Levy would fund jobs bill; given GOP opposition, 5% rate also likely probability of passage
If you're recommending long-term-care insurance to clients as a way for them to protect assets and to care for themselves when they're old and sick, you're probably doing it incorrectly.
Escalating medical expenses and Medicare cutbacks will strain retiree budgets
Much has been written about the opportunity to undo, or re-characterize, a Roth IRA conversion if the assets in the account depreciate
Jeffrey Thomasson, 52, may pass on more than $100 million to heirs using an estate-planning strategy for avoiding gift and estate taxes.
Recently, the Tax Court ruled that a taxpayer's continuing business activities and lack of credible evidence failed to qualify him as disabled under the tax code
Group touting the virtues of pre-paid tuition program that locks in rates at non-state schools
The bad news: the hike for retirement plan kick-ins is puny, while the estate tax exclusion plummets next year
Citing costs, government pulls plug on controversial long-term-care insurance plan; 'we're right where we have been operating'
Bruce Wasserstein, dead for two years, still casts a pall over the Rogue River Valley of southern Oregon, home of Harry & David Holdings Inc.
Sponsors of legislation that would limit on the federal levy on investment income at 15% are confident of strong support in the House. The Senate is another matter, however.
Forecast returns built into most retirement tools no longer valid, experts say; 8% is history
Average balances of 401(k) retirement plans reached the highest level since Fidelity Investments began tracking account values in 1998.
Rising labor costs in China will prompt American factories to move production back to the U.S., creating up to 3.2 million jobs by 2020, the Boston Consulting Group said.
Jeff Henderson was a bright youngster who grew up in the inner cities of Los Angeles and San Diego. By the time he was 19, he had parlayed his natural business talents into a $35,000-a-week drug-selling operation.
If there were any chance of a double-dip recession in the U.S., it has already happened and is over now, according to Marci Rossell, the former chief economist for CNBC.
Provision allows deceased to pass on exemption to spouse; expires in 2013
Advisers are lagging banks and retail brokerages when it comes to providing useful tools on smart phones and tablets — and the average investor notices it.
The U.S. Consumer Financial Protection Bureau is seeking public comment on financial products aimed especially at members of the military.
