The rules for tax-free gifting to adults are complex, and gifting to minor children brings additional considerations.

New legislation, the Bitcoin for America Act, would allow taxpayers to pay federal taxes in bitcoin and direct all such payments into the Strategic Bitcoin Reserve, a proposed reserve asset a ...

The layoffs were first reported late last week by InvestmentNews. The story cited an unnamed industry source who believes the layoffs are likely to involve marketing, recruiting and cold-calling staff ...

Average 401 (k), IRA and 403 (b) account balances reached new record highs in the third quarter, driven by consistent savings ...

A Fort Lauderdale, Florida, man previously registered as an investment advisor has pleaded guilty to charges arising from a years-long scheme that defrauded international investors — primarily ...

Robo-advisors that lean heavily into large-cap, growth-oriented U.S. equities have been rewarded in a year dominated by ...

Roth individual retirement accounts offer tax-free withdrawals, but there are important rules and limits to understand.

The Securities and Exchange Commission released Monday its exam priorities for 2026, with the agency zeroing in on advisors' ...

Nationally, the top 1% paid federal income taxes at an average rate of 26%, compared with 14.5% for all taxpayers, according ...

The 2025 upheaval will be "less recoverable" than the 2024 turbulence, according to a man who helps agents make their sales.

To determine where education is the most and least expensive, WalletHub analyzed the price of in-state undergraduate tuition, ...

Advisors should "make sure all year-end RMDs are taken, but also look to increase them if any part of a low tax bracket is ...