Instead of selling shares to access cash, billionaires often borrow against their existing assets to purchase more shares.

Most people choose any of the above types for their non-qualified savings because of the power of tax deferral. If you buy a DIA and choose to start getting income payments 15 years from now ...

Many investors in qualified opportunity zones face a large upcoming tax hit when their QOZ deferral ends. They should consider harvesting stock market losses in advance of it.

Picture this: You've just sold your investment property for a tidy profit. You're feeling pretty good about yourself, ready to celebrate your financial savvy with a well-deserved vacation.

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

Deferred annuities offer powerful tax advantages. While annuity tax rules aren’t too complex, understanding them and properly naming beneficiaries assures you’ll get the maximum tax advantage.

The threat to the tax-deferred status of retirement vehicles including annuities is once again at the forefront of concerns for the Insured Retirement Institute. With Congress preparing a new tax ...