Long term investments

New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.

A Treasury Department spokesperson gave an answer that provides clarity for advisors with affluent clients.

The $1 million threshold at which the 23.8% capital gains rate would nearly double has sparked questions — and a strategy for some well-paid professionals.

Premium financing can be a powerful tool, but it must be thoughtfully designed, well underwritten and thoroughly understood.

The move would slash the tax payable on any asset that’s appreciated in value over a lengthy period of time.

While there are many ways to hit a home run with OZ investments, there are also plenty of ways to strikeout.