Income taxes

Trump signs $1.5T tax cut in first major legislative win

The president signed the Republican tax-overhaul bill to little fanfare on Friday

Law and regulation December 22, 2017

Law and regulation December 22, 2017
Broader diversification is possible for retirees

Retiree investors can use safe withdrawal rates and maintain a diversified portfolio with more asset classes, writes Wade Pfau, professor at The American College.

Retirement scan Editorial Staff May 4, 2017

Retirement scan Editorial Staff May 4, 2017
Will clients pay taxes on Social Security?

Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.

Retirement scan Editorial Staff March 21, 2017

Retirement scan Editorial Staff March 21, 2017