Displaying 2691 results
Good health is key to retirement security
Incorporating health-care costs into retirement plans can boost an adviser's value.
A refresher course on Social Security claiming rules
New "deeming" rules can trip up claiming strategies.
Bannon proposal to raise top tax rate dismissed by White House official
Income-tax increase on wealthy to pay for middle-class cuts won't encourage growth, says Marc Short, Trump's director of legislative affairs.
On Social Security, financial advisers tell clients to not count on much
Beyond debating its solvency, advisers embrace the reality of a broken system.
Bannon plan to raise taxes on highest earners may find GOP support
Lawmaker says higher top income-tax rate may be acceptable, if coupled with other changes benefiting corporations.
Postponing tax is a lofty goal
Offering a comprehensive tax-postponement strategy can be extremely beneficial to clients.
Missing from Retirement Income Planning: A Plan
Majority of advisers do not create written plans for clients, forgoing business growth opportunities.
How to fix Social Security
Retirement expert Alicia Munnell talks about the options for mending the 82-year-old safety net.
Time to remind clients about taxes
No matter what tax reform Congress enacts, funds will still feel a bite
American dream sinking into abyss of uncertainty
Government report reveals grim outlook for Social Security compounded by trends in income inequality and health care.
Social Security reserves still expected to be depleted by 2034: annual report
Depletion of Disability (DI) trust fund pushed back five years due to a temporary increase of its share of the payroll tax.
Trump’s tax cuts would cost $7.8 trillion and go mostly to wealthy
About 40% of the tax cut would go to the top 1% of earners, who'd see an average after-tax gain of 17.8%, new study says.
Promises by Congress to protect retirement-savings incentives don’t ease advocates
Concern about 'Rothification' as part of larger tax reform spurs lobbying.
GOP to keep Obamacare taxes on wealthy in latest health-care bill: sources
Though the House version would repeal the 3.8 percent tax on net investment income and 0.9 percent Medicare surtax, the Senate is trying to win over moderate holdouts.
Tax reform uncertainty grows as congressional calendar shrinks
Several obstacles await lawmakers, including an ongoing health-care fight and deadlines to keep the government running, let alone divisions among Republicans on the basic parameters of a tax bill.
How Social Security treats the survivors of young workers
Eligibility rules are more lenient for the survivors of young workers because of their brief careers.
Dual income couples complicate Social Security earnings test
Benefits of one — or both — could be reduced due to excess earnings.
An adviser’s guide to Social Security survivor benefits
Complex rules govern who gets what and when.
‘Less pressure’ on changes to defined contribution plans under tax reform: Graff
Brian Graff, executive director of the National Association of Plan Advisors, predicts the Trump administration will favor tax changes that will be well liked.
Paul Ryan reiterates goal to kill estate tax, maintain retirement-savings incentives
House Speaker aims to ease doubts about likelihood of major tax overhaul.
