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If you’ve inherited an IRA recently, here’s what you need to know about planning distributions and keeping up with changing tax rules.

Here are some things you might consider before saying goodbye to 2022.

Before 2021 ends, be sure to check out our list of seven money-saving actions that may help you maintain the greatest amount of after-tax wealth.

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.

If you own assets outside of the United States, it's important to understand your potential tax obligations. What's a FATCA, and who does it impact? Here's what you'll need to know.

Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.

After nearly six months of back-and-forth negotiations, and in response to the economic hardship that many Americans face from the ongoing COVID-19 pandemic, Congress proposed a new, $900 billion relief package. Many elements—like stimulus payments and PPP loans—will sound familiar from earlier this year. However, debate surrounding certain provisions in the economic stimulus and relief package has intensified since it left Congress, and as of this posting, President Trump has yet to sign the bill.

With last night’s election and ongoing health and economic concerns related to COVID-19, uncertainty remains high, as it has for most of 2020. Unfortunately, this is likely to continue well into 2021 on health, financial and societal fronts. As investors, it’s never enjoyable to navigate periods like this, so we wanted to step back and reinforce our perspective on financial markets as we head into the close of 2020.

Who wins the 2020 presidential election could have a profound impact on your estate and gift tax obligations moving forward. As the election day results are now just days away, here's what you need to know.