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.

By putting a traditional retirement account to work with a health savings account (HSA), your clients can take advantage of a novel and tax-preferred funding approach.

Retirement is the topic that's on everyone's mind, it seems, and tax season can raise additional questions.

In the days before health care reform, the IRS permitted employers to determine the maximum amount an employee could set aside tax-free in a Flexible Spending Account. But that was then, and this is now.