Can elect to appy donations made this month to last year's tax returns
A massive gap exists between what workers think they'll need to retire — and how much they've actually saved. The result? Worktirement.
Landmark criminal case against UBS exposed thousands of wealthy tax cheats; end of secret Swiss accounts
Regardless of which party is in control of Capitol Hill after the November elections, retirement issues are sure to rise to near the top of the congressional agenda.
Move comes ahead of ramped-up government disclosure regs
Industry leaders are urging advisers to stand united against a measure in Congress that would require businesses without a retirement plan to institute an automatic individual retirement account.
Latest state to slash charges on college savings plans; 'downward trajectory'
Insurers, fund companies and advisers who serve small investors are likely to be big winners if the Automatic IRA Act of 2010 becomes law.
Seven former UBS AG clients, including two who pleaded guilty, were accused of tax crimes as the U.S. Justice Department extends its crackdown on offshore tax evasion.
Threat of IRS crackdown too big a risk, says official at Swiss financial regulatory agency
UBS AG of Switzerland said Monday that authorities in Britain, Canada and Australia are investigating the bank's offshore business in the wake of revelations that it helped U.S. customers evade their taxes for years.
President Barack Obama signed legislation that will cut taxes and provide credit help for small businesses, calling it an essential step for job growth in a slow economy.
Older workers are feeling more confident about their ability to retire comfortably, but younger workers, particularly those with defined-contribution plans, are growing increasingly worried.
In a move that one industry expert dubs 'a big hit,' the fund firm sees its 10-year relationship with the state come to a halt
The tennis great, as well as the estate of actor Robert De Niro's father lost millions in the scam, according to one attorney
President Barack Obama will call on Congress to pass new tax breaks that would allow businesses to write off 100 percent of their new capital investments through 2011, the latest in a series of proposals the White House is rolling out in hopes of showing action on the economy ahead of the November elections.
Fidelity Investments has introduced a priority services group for high-net-worth investors in its Charitable Gift Fund.
In trying to clarify who can give advice to 401(k) plan participants and under what circumstances, the Department of Labor appears to have antagonized just about everybody.
Li Lu, the hedge-fund manager who helped Berkshire Hathaway Inc. find profits in China, may push Warren Buffett's investment company to make more deals outside the U.S. if he takes a role at the company.
