A bill to create a perpetual trust fund that State Treasurer Curt Meier believes could offset potential loss of mineral royalties paid to the state is moving through the Senate. “This is ...

Option 1: Client A can loan the R5 million to the trust, creating a loan account on which interest will need to be charged ...

The beginning of each year is a great time to start next year’s tax planning. One area to help reduce your tax obligation, that benefits from an early in ...

Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...

Here's how proper preparation can help you successfully navigate these DST risks, from market uncertainties to structural ...

We have $30,000 left on our $400,000 mortgage, which we took out three years after we married. In the current market, it ...

Accredited investors can become the landlord of Walmart, Whole Foods or Kroger — and benefit from regular distributions ...

Paying taxes is a drag no matter how old you are. But when you’re retired, taxes can be even more of a problem than during ...

From bus stop upgrades to more workforce development programs and neighborhood clean-up efforts, Prop. 414's "Neighborhood & Community Resilience" category amounts to about $130 million over the next ...

There is much more to optimizing returns in the complex world of wealth management than just market performance. Here, a very ...

He returned 483% trading on the gap between a stock's net asset value and share price using a tax-free account.

President Donald Trump wants to end the carried interest loophole. Here’s how the tax break benefits Wall Street investment ...