The Roth five-year rule states that a distribution from a Roth IRA or Roth 401(k) is tax and penalty free only if the account has been held for five years and a qualifying event has occurred.

The U.S. stock market in July experienced a rotation from mega-tech and AI-driven stocks to a broader market.

On July 24, 2026, the United States imposed a fresh round of tariffs on goods from 60 trading partners, citing Section 301 of the Trade Act of 1974.

Wall Street enjoyed a solid quarter of growth during a period of time that was anything but stable.

Economic uncertainty remains elevated heading into the second quarter. The labor market has been underwhelming, inflation remains "sticky," while geopolitical instability continues to be a key variable.

The year 2025 was extraordinary for the economy and the markets. Each of the major stock market indexes listed here posted solid year-end gains.

Following the reopening of the federal government, the primary focus in December will center on the state of the economy and the policy of the Federal Reserve relative to interest rates.

The One Big Beautiful Bill Act included three new tax provisions pertaining to charitable deductions that will take effect for tax year 2026.

Workers in up to 68 occupations could see their tax burden reduced by the "no tax on tips" deduction.

In September, the IRS issued final regulations related to mandatory Roth catch-ups. Beginning in 2026, those with FICA wages exceeding $145,000 will be required to make catch-up contributions on a Roth, rather than a pre-tax, basis. We've created a client alert to help explain what this may mean for high earners participating in 401(k), 403(b), and 457(b) plans.

The third quarter of 2025 may best be characterized by continued strength in the equity market, moderating but resilient economic activity, and a shift in the Federal Reserve policy toward interest rate cuts.

It's impossible to predict how long the current shutdown might last, but it may be helpful to know more about why it happened and what you can expect if it continues.

U.S. stocks enjoyed a notable month in August with major indexes reaching new record highs. Wall Street's performance was largely driven by strong corporate earnings (particularly in technology), an improving trade outlook, and continued economic resilience.

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, includes several provisions that affect business owners. Here are five specific changes to pay close attention to.

While the new senior deduction offers a potential tax benefit to eligible taxpayers through 2028, the deduction may reduce income tax revenue to the Social Security trust funds.

Payroll taxes from today's workers, along with income taxes on Social Security benefits, go into interest-bearing trust funds. During times when payroll taxes and other income exceeded benefit payments, these funds built up reserve assets. But now the reserves are being depleted as they are used to supplement payroll taxes and other income to meet scheduled benefit payments.

One Big Beautiful Bill Act (OBBBA) on July 4, 2025. The legislation includes multiple tax provisions that will guide individuals, business owners, and investors in planning their finances for many years to come.

Throughout the second quarter of 2025, global trade tensions caused by reciprocal tariffs and increasing unrest in the Middle East impacted the markets on a daily basis.

H.R. 1, the One Big Beautiful Bill Act, narrowly passed the House of Representatives on May 22, 2025. The legislation is now being deliberated in the Senate, after the Senate Committee on Finance released its own version of proposed tax provisions on June 16, 2025.

At the age of 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway, the massive holding company he has controlled since 1965.