Year-end is when many employees and executives choose how much of next year's income to put away for the future via nonqualified deferred compensation (NQDC) plans. Nonqualified deferred compensation ...

For a period of time, Tax Court decisions regarding family limited partnerships (FLPs) had a familiar read to them. A typical FLP case involved an assertion by the Internal Revenue Service that the ...

Researchers developed a machine-learning-guided technique to solve complex, long-horizon planning problems more efficiently than some traditional approaches, while arriving at an optimal solution that ...

Estate planning services, once considered an optional value-add, are swiftly becoming table stakes for wealth managers. According to a recent survey of 1,000 clients by (admittedly self-interested) ...

Legacy planning helps you organize and secure your estate to ensure that your wealth is protected and bequeathed according to your wishes, minimizing tax issues.

For the vast majority of clients, individual retirement accounts with a lot of assets represent a great goal. But bigger is not always better. Processing Content To the small number of wealthy ...

Once you turn 65, you're entitled to health coverage through Medicare. But it's up to you as to whether you want to stick with original Medicare (Parts A and B plus a Part D drug plan) or sign up for ...

Medicare Advantage (MA) plans, also known as Part C, offer an alternative to Original Medicare (Parts A and B). These plans are managed by private insurance companies but are heavily regulated by the ...