Rotational fixed-income ETFs convert taxable distributions into deferred capital gains, boosting after-tax returns by 90 ...

As 2023 came to a close, financial advisors were actively engaged in end-of-year Roth conversions, strategically shifting funds from qualified, tax-deferred accounts to take advantage of lower tax ...

Here's a look at a couple of ways to measure "the top 10%" using the most recent official nationwide data available as of ...

The majority of small businesses that have more than one owner use a business structure that avoids income taxes for the business and passes through results to the individual owners to claim profits ...

I was standing at the top of the highest point in Africa – Mt. Kilimanjaro – with friends and clients several years ago. I considered all of the hours of meticulous planning and training that went ...

The top chart above is based on data from the Census Bureau on “Money Income of Households — Percent Distribution by Income Level in Constant (2009) Dollars” (Table 690) for the household income ...

Early morning magenta light illuminates clouds and the Moulton Barn on Mormon Row at the foot of the Grand Tetons near Jackson, Wyoming. Teton County, home to the affluent and famous Jackson Hole, has ...

Does the distribution of income within a country become more equal as it grows richer? This paper uses plausibly exogenous variations in trade-weighted world income and international oil price shocks ...