Although many small business owners would welcome some aspects of the GOP tax plan, it has the potential to hinder their retirement planning.

As Congress assesses the Trump administration tax plan, industry needs to monitor negotiations that could affect individuals and businesses.

Learn how one spouses continued earnings will impact current Social Security benefit entitlement.

What you need to know about IRS requirements for employer-sponsored tuition assistance or educational assistance programs.

The same-sex marriage ruling has important financial and tax implicationsadvisors need to be aware of these for advising same-sex couples who are clients.

For a happy and worry-free retirement, most people need more than an ocean view.

For higher income clients, QLACs can drastically alter even the most basic Social Security strategies.

Read up on the tax facts you need to stay sharp and help employers get the most out of 403(b) tax sheltered annuities.