How to handle the complications that may ensue

An investment worth considering

...

Tax Court finds that taxpayers committed a prohibited transaction, causing their IRAs to be disqualified

The court halts a strong recent trend

First-time home purchase exception inapplicable; notice of deficiency upheld

Clients who are financially ready to retire may still need some words of encouragement.

A growing number of families are supporting both adult children and aging parents—forcing financial advisors to rewrite their clients’ playbook. Here’s how.

Internal Revenue Service answers four questions