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12 States High Earners Are Flocking To
By Michael S. FischerThese states saw the greatest influx of high-income earners in 2020, according to a SmartAsset analysis.
August 08, 2022
A Game Plan for 'Overnight Millionaires'Newly rich families have five core needs that advisors should address when creating a comprehensive financial plan.
August 07, 2022
Winners and Losers in Democrats' Signature Tax and Energy BillHere's a look at which groups and politicians come out on top and who takes a hit from the landmark bill, which now moves to the House.
August 05, 2022
Wealthy Americans Escape Tax Hikes in Bill But Would Face Beefed-Up IRSTop-earners should prepare for audit levels not seen in decades, including reviews of complex financial dealings like cryptocurrencies and offshore investments.
August 05, 2022
Democrats Drop Carried Interest, Paving Way for Tax VoteBut lawmakers will add a new 1% excise tax on stock buybacks, while altering a 15% minimum tax on corporations.
August 04, 2022
Jeffrey Levine: 5 Secrets to Making the Most of a Last-Ditch Income StrategySOSEPPs, also known as 72(t) payments, provide early access to retirement savings, but the hazards are many.
August 04, 2022
12 Best & Worst Broker-Dealers: Q2 Earnings, 2022In the worst quarter for the S&P 500 since 2020, four big BDs reported earnings growth.
August 03, 2022
The Fatal Flaw in Your Retirement Plan's Target Date FundsIn a high-inflation environment, the investment strategy of today's TDFs fails to help retirees meet their need for income preservation.