Forbes contributors publish independent expert analyses and insights. Bruce makes the law and tax code understandable to everyone. Update (July 7, 2025): Passed by Congress on July 3, 2025, and signed ...

Forbes contributors publish independent expert analyses and insights. Bruce makes the law and tax code understandable to everyone. When the holiday lights and Christmas songs come on, it’s time for ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

Adoption of Roth, after-tax and catch-up contribution options varies, sometimes dramatically, across plan sizes. Defined contribution plan sponsors have to make decisions about what types of ...

Startups often cannot pay the high salaries of larger companies. By offering stock options, however, they can build competitive compensation packages that align employee and shareholder interests. To ...