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

You and your clients are likely underestimating how much will be spent on health care during retirement. Here’s how to predict the costs.

What happens if the IRA beneficiary goes bankrupt?