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Hillary Clinton proposes expanding child tax credit
Plan would double to $2,000 per child the amount of the credit that's available to families of young children.
Follow the presidential debate with <i>InvestmentNews</i> #INDebate16
Join the conversation with IN's senior Washington reporter, Mark Schoeff Jr., and your adviser peers on Twitter during the presidential debate at 9 p.m. ET Sunday using #INDebate16. (More: Advisers sound off about who, Hillary Clinton or Donald Trump, they are voting against)
Most women claim Social Security early
Reduced lifetime income will force many to spend bulk of benefits on health care.
Testing the limits of ETF tax efficiency
Index tweak forces ETF providers to get creative.
Advisers call Trump prudent with taxes in avoiding years of payments
Tactics were legal, but some debate his use of 'fiduciary' in defending them. (More: Advisers sound off about who they are voting against)
Expect higher than average capital-gains distributions this year: Morningstar
Long bull market, big outflows from active funds are the main culprits.
Social Security timing can affect Medicare premiums
Should clients claim Social Security now to avoid a Medicare premium hike?
Advisers say this part of Hillary Clinton’s estate-tax plan is worse than the higher rate
“This will seriously impact inheritances for many middle- and lower-income Americans,” said one adviser. (More: Republican lawmakers attempt to stop estate-tax regulation)
Grappling with retirement health costs
Health-care costs are “the great unknown of retirement” for many advisers.
Republican lawmakers attempt to stop estate-tax regulation
Introduction of bill to kill Treasury's rule curbing tax-planning strategies comes as Hillary Clinton announces an increase to her top estate-tax rate.
GAO study documents mistakes by Social Security Administration staff
Senate panel urges agency to improve guidance on when to claim benefits after a study by the Government Accountability Office showed government representatives often give out misleading information.
Advisers face big challenges in helping clients prepare for health-care costs in retirement
Longevity, rising costs make preparing a solid health-care budget next to impossible. (Related read: Health-care costs squeeze retirement savings)
Reforms could solve Social Security funding woes
But high-income retirees might pay more, get less.
How Social Security benefits are calculated
Estimated benefits assume continued earnings through full retirement age.
New Congressional bill addresses Medicare enrollment confusion
An antiquated, overly complex Part B enrollment process contributes to costly enrollment mistakes among many people new to Medicare.
IRS says Finra fines not tax-deductible for broker-dealers
The tax code says fines paid to a government "agency or instrumentality" for violation of a law aren't tax-deductible.
Tax change may mean more money for small business owners
Small businesses stand to attract even more investors with tax-free gains upon the sale of qualified stock.
Trump corporate tax plan could be a boon for advisory firms
For some advisers who structure their practices so that revenue is reported on their personal income tax returns, Mr. Trump's idea represents a significant tax break.
What grade does your state’s 529 plan get?
Age-based plans for this year's freshmen don't always get high marks. New York, Pennsylvania and Iowa funds get an A, but other states have more homework to do.
Social Security drops cell phone mandate
Agency apologizes and says it will pursue other security authentication options.
