Top Financial Topics

Industry Spotlight

Most Clients Who Fire Their Advisor Don't Get a New One: Study

Here's How Much Financial Planners Earned in 2025

FP Alpha Launches Tax Snapshot 3.0

Modern Wealth Acquires $1.1B Flaharty Asset Management

Retirement Planning

Debate: Do Taxpayers Benefit From 'Alternative' Health Plans?

Will Your Client Get That Tax Break? This Number Is the Key

Two Democrats Lead in California Insurance Commissioner Primary

5 Insurers That Sold the Most MYGAs in Q1

Annuities & Insurance

Rep in Hot Water Over Annuity Rider, Reverse Mortgage Recommendations

Here's How Much Financial Planners Earned in 2025

Will Your Client Get That Tax Break? This Number Is the Key

Two Democrats Lead in California Insurance Commissioner Primary

Recommended For You

Immediate Answers to Critical Tax Questions At Your Fingertips

Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts.

Get More Information

Recently Added Q&As

Recently Updated Q&As
What is the temporary “senior deduction” deduction for taxpayers age 65 and over?
Get Answer
Recently Updated Q&As
What is the temporary deduction for auto loan interest?
Get Answer
Recently Updated Q&As
What is the temporary deduction for overtime income?
Get Answer
Recently Updated Q&As
What is the temporary deduction for tip income?
Get Answer
Recently Updated Q&As
What is a high deductible health plan for purposes of an HSA?
Get Answer
Recently Updated Q&As
Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
Get Answer
Recently Updated Q&As
What is the CARES Act employee retention tax credit that was available during 2020 and 2021?
Get Answer
Recently Updated Q&As
Who must file a return?
Get Answer

Popular Financial Topics

Estate Tax Planning

Your Wealthy Client Made a Big Gift Before OBBBA. What if They Want it Back?

Tax Court Cites Life, Annuity Assets in 40% Penalty Ruling

New Bill Seeks to Curb Use of Trusts for Estate Tax Dodging

Wyden Bill Would Wreck Existing Private Placement Life and Annuity Arrangements

Advisors Advice

When Your Client Says 'I Can Take It From Here': Advisors' Advice

16 Ways to Balance an S&P 500-Heavy Portfolio: Advisors' Advice

8 Advisors' Investment Picks for This Volatile Market: Advisors' Advice

9 Ways to Make Model Portfolios Work for Clients: Advisors' Advice

Reg BI

Rep in Hot Water Over Annuity Rider, Reverse Mortgage Recommendations

Reg BI and New Product Best Practices: What BDs Should Know

BD Fined $100K Over Deferred VA Exchanges

FINRA Launches Structured Notes Sweep

What You Should Be Reading

Industry Voices

David Blanchett

How Health Influences Social Security Claiming

How to Use Longevity Protection and Guarantees to Create Better Retirement Outcomes

For Advisors, DC Plans Offer More Opportunity Than Competition 

Bob Doll

Bob Doll 'Cautiously Optimistic' on Stock Market

How Bob Doll's 10 Predictions for 2026 Are Holding Up

It's Beginning to Look a Lot Like the Dot-Com Bubble: Bob Doll

Jeremy Siegel

Jeremy Siegel: 'This Is Still a Bullish Market'

Jeremy Siegel: Stocks Could Face More Pressure

Jeremy Siegel Sees Short-Term Stock Slump

Podcasts

More Podcasts

Focusing on Continuing Education and Certifications

 The American College of Financial Services (Sponsored) Listen Now

Harnessing Data to Empower Financial Advisors

 Syntax Data (Sponsored) Listen Now

The Real Pros and Cons of Independence With Terry Parham

 ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now