A common perception today among investors is that diversification hasn’t worked because diversified portfolios have delivered lower returns than U.S. stocks in recent years. Yet, that’s exactly how diversification should work.

A diversified portfolio will always un...

Interior Glass Systems, Inc. v. United States discusses what a trust is for tax purposes in the context of tax shelters. It reconsiders an earlier decision under a Rule 59(e) motion.

Life Insurance Premium Deductions

The Internal Revenue Service initiated a $40,000 penal...

Trusts and individual retirement accounts are complicated. When they converge — for instance, when someone names a trust as a beneficiary to an IRA — things can go very wrong, and that can be very expensive.

“Trusts as beneficiaries of IRAs can be very complicated. If i...

Cristiano Ronaldo is now the world's highest paid athlete. He has also been accused of tax evasion. His team, Real Madrid, has rushed to his defense, saying that it has confidence that the star did nothing wrong and will be vindicated. But much has yet to unfold. Like...

Increased regulatory burdens, the ascendance of automated investment advice platforms, fee compression and the rising costs of running an advisory practice; the current environment doesn’t bode well for retail financial advisors. Yet, nearly eight in 10 independent adv...

Many advisors use a goals-based investing approach, where success involves progress towards a specific life goal, such as funding retirement. And while 94 percent of ultra high net worth investors believe their financial advisors use a goals-based approach, these inves...

Stretching an individual retirement account refers to the practice of sustaining the tax-deferred status of an inherited IRA for as long as possible when the beneficiary is someone other than a spouse (typically, a child or children). The ability to stretch an inherite...

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