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Clients still need Social Security advice
File and suspend's elimination doesn't mean advisers should put Social Security planning on the shelf.
Relief for looming Social Security deadline
Clients can file a protective form to protect their claiming rights.
Social Security employees finally get instructions on how to implement new claiming rules
But watch out: The range of advice issued by local offices and hotline operators has been very inconsistent.
Don’t fear capital gains tax
Nobody likes paying taxes, but long-term capital gains rates are favorable compared with other tax treatments.
Take another look at nonqualified deferred compensation plans
These plans are capable of generating significant wealth because they allow assets to compound tax-free over time.
Some married gay couples surprised by new tax burden
Last year's Supreme Court ruling was a mixed bag for some married gay couples. Some had less trouble filing state taxes, while others had a higher tax bill.
Analyst sees gold hitting $3,000 an ounce over next three years
Breakfast with Benjamin Why one analyst predicts the precious metal will hit $3,000 an ounce over the next three years.
Watch out, boomers, here comes 70 and those RMDs
Mandatory payouts from savings plans may trigger new taxes.
How should clients use their tax refunds?
Advisers should put behavioral finance techniques to work when nudging clients to use tax refunds appropriately.
Social Security planning still critical after demise of file and suspend
Remaining claiming strategy offers eight more years of creative options for some clients.
The file and suspend countdown
Ready or not, Social Security claiming rules change on April 30.
Avoid local Social Security offices and file for benefits online
As confusion over filing rules continues, some complaints about false information emerge.
Low energy prices taking a toll on MLPs
The tax advantages might not be worth it.
Going under the hood of the new DOL fiduciary rule
The Labor Department has just revealed its controversial new rule intended to raise investment advice standards on retirement accounts. Sign up for our webcast taking a deep dive into how the changes will affect your business. Register now for this free webcast here)
Crazy season for advisers who prep client tax returns
Their offices are abuzz on Saturdays, and regular planning meetings with clients and prospects are put off until after the April 18 filing deadline.
Ted Cruz, gaining anti-Trump momentum, seen as friend of financial industry
Republican presidential nominee is a foe of regulation and has offered a tax plan that could appeal to advisers.
When Social Security is a family affair
Claiming benefits early may make sense when kids are involved.
When delayed retirement credits are delayed
Some Social Security beneficiaries must wait an additional year for full payment.
As retirement-savings plans go, planning to work longer is a mistake
Breakfast with Benjamin Investors assuming they will be able to continue working well beyond normal retirement age doesn't mesh with a frequent reality.
Mass confusion over new Social Security rules
April 29 deadline applies only to file-and-suspend strategy, not spousal benefits.